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In the not too distant future, eager fresh-faced MBA students
will be writing research papers on the decline and fall of
the once-mighty titans, like T.
>From: "John Manasco" <john@xxxxxxxxxxx>
>Reply-To: john@xxxxxxxxxxx
>To: <realtraders@xxxxxxxxxxxxxxx>
>Subject: [RT] Re: T
>Date: Wed, 27 Sep 2000 08:25:51 -0400
>
>Greetings BobsKC
>
>I live in a small town in southern Florida and AT&T Broadband just proudly
>announced they expected to be offering cable internet service in 2002.
>Bellsouth is currently deploying DSL in our area. My town is most certainly
>not typical but it does make me think that AT&T just doesn't get it. Their
>poor rollout of cable internet service and their abysmal record with
>customer service makes me think that their decline will continue.
>
>Just my opinion,
>
>John Manasco
>
>----- Original Message -----
>From: "BobsKC" <bobskc@xxxxxxxxxxxx>
>To: <realtraders@xxxxxxxxxxxxxxx>
>Sent: Wednesday, September 27, 2000 12:35 AM
>Subject: [RT] Re: T
>
>
> > The market continues to see T as a phone company nearly to the exclusion
>of
> > the fact it is now the largest cable company in America. Cable =
>broadband
> > and broadband = services, services, services. This is a "what have you
> > done for me lately" market with a near zero patience level. I believe
>that
> > Armstrong will bring T back into the good graces of the market but it
>may
> > not happen until the cable profits begin seriously replacing the losses
>in
> > long distance revenues I'm adding to my position in T at these bargain
> > prices. I see the upside conservatively at +$30 and the downside risk
>to
> > -$8 or so. I like that risk/reward basis.
> >
> > Good trading and investing,
> >
> > Bob
> >
> >
> > At 10:17 PM 9/26/00 -0600, you wrote:
> > > Group: I have question from my bother-in-law, I am
> > >wondering if any of you can comment. Thanks, GW & It is
> > >trading at its book value.
> >
> >
>
>
>
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