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To: Yogi - Paul who wrote (1743)	5/6/1999 10:21:00 AM
From: Mark Oliver	Read Replies (1) \| Respond to of 2025

Well, looks like I sold those T shares a tad too soon. I knew I'd made a mistake as I just learned Microsoft was buying 2 minutes after I sold. Oh well, I still have my leaps. :) What are your thoughts on Nokia? I remember you had some shares, but recall you selling. They still look like they have great things ahead. T makes me nervous only because they are really getting leveraged to the hilt. It's bold and exciting, but.... Interesting to see National exit processor market. Intel has them all beat. SANTA CLARA, Calif. (CBS.MW) -- Investors rewarded National Semiconductor shares Wednesday with a 21 percent gain after the company said it plans to exit the personal computer business to focus on the information appliance market and its analog business. cbs.marketwatch.com Information appliance. This critter gets more interesting everyday. Regards, Mark

To: Yogi - Paul who wrote (1743)	5/6/1999 10:57:00 AM
From: Mark Oliver	Respond to of 2025

Interesting story on Microsoft/T deal. I had been wondering where they would get the shares. It's a convertible deal. M gives T $5 billion and they can eventually convert for 102.5 million shares which means they get them for 48 3/4 which ain't such a bad deal. I wonder if the converts pay a dividend? Don't think I'd stand much of a chance playing bridge with Mr. Bill. Regards, Mark Microsoft, Ma Bell strike cable deal Software king to invest $5 billion; may eclipse Sun By Brenon Daly, CBS MarketWatch Last Update: 10:09 AM ET May 6, 1999 Tech Report NEW YORK (CBS.MW) -- Shares of AT&T gained 7 percent Thursday after Microsoft announced it agreed to team up with Ma Bell to promote the rollout of advanced electronic services for the home, such as high-speed Internet and interactive television. Under the deal, Microsoft will purchase $5 billion in convertible AT&T debt, which can later be translated into 102.5 million Ma Bell shares. In return, AT&T has agreed to boost its use of Microsoft's Windows CE software for the TV settop boxes that will control the new advanced services. See press release. cbs.marketwatch.com Regards, Mark