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Strategies & Market Trends : Rande Is . . . HOME -- Ignore unavailable to you. Want to Upgrade?

To: BANCHEE who wrote (6284)	5/6/1999 10:36:00 AM
From: Rande Is	Respond to of 57584

All LONG PORTFOLIOS are up today, with T clearly leading the way. . .ATHM is helping hold up the Long 1.0 along with T. . . interesting thing. . . Long 1.0 originally contained T, TCOMA, TCOMB and TUNE. The two TCI companies were bought after the announce of the TCI / T merger. . .as a way of getting shares of T on the cheap. It worked. TUNE was originally going to sent into an A.T. and T. tracking stock along with the Liberty Media Groups. . . this would have led to more stock in a div of T. . . but TUNE worked out just fine in its deal with Liberty Media. Now why the Liberty Medias, TUNEs and GIC types are not moving along with ATHM and XCIT can only be explained by lack of knowledgable investors. Clearly, all in the T family will benefit by the success of T. May be worth a closer look at some of these offspring. Anybody want to make the definitive list? Here is what I know off top of head. . . . Internet Related: T, LMG.a, LMG.b, TUNE, ATHM, XCIT, GIC, TVGIA, NWS, UMG [in all forms] Phone/High-Tech Related: Not sure of T's investments/partnerships with LU and the baby bells. The more of these we find first, the better chance we have of playing them from the ground floor. Lots of opportunities to benefit from the T Mania of this and next weeks. . . remember fund managers are not going to do all their buying in one day, but spread out a little a day. Rande Is