|
PureBytes Links
Trading Reference Links
|
----- Original Message -----
From: "BobsKC" <bobskc@xxxxxxxxxxxx>
To: <realtraders@xxxxxxxxxxxxxxx>
Sent: Wednesday, September 27, 2000 9:37 AM
Subject: [RT] T
> 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
Bob,
The SW FL example is my case. As a result of this
wrangling. WPBT in Miami, producer of the Nightly Business Report, who has
broadcast via
cable to the Naples area for 45 years, was dropped by MediaOne as of
Septemer 1. The local PBS station can't carry NBR because WPBT owns the
rights and won't give a release to a neighoring territory and potential
competitor as is the practice in the TV biz. So, Naples, Fl, famous for
having mucho dinero, i.e. more millionaires per capita than anywhere in
Florida and 80 golf courses for 24,000 people can't get the Nightly Business
Report. This was done without giving any advance notice to the customers,
let alone asking the customers what they would like. It took me a week to
figure out what happened to NBR. MediaOne then told me that our local cable
company, after going through 5 name changes and ownerships in 7 years, would
soon be sold to Comcast Cable.
Thank you ATT,
Norman
>
>
> 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.
> >>
> >>
> >
> >
> >
> >
>
|