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When ATT took MediaOne, there were a couple of pockets that were either not
included due to earlier commitments by MediaOne or such pockets of the
market would be delayed in transfering to ATT control due, again, to prior
commitment. This included Southern Florida and particularly, Southwest
Florida. ie: Fort Myers, Naples, etc. While this is not specific, it
may explain why you are seeing what you are from the company.
All best,
Bob
At 08:25 AM 9/27/00 -0400, you wrote:
>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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