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   Technology StocksAssociated Group / Teligent


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To: zebraspot who wrote (46)4/13/1999 5:01:00 PM
From: Don S.Boller
   of 76
 
Zebraspot: AS ALWAYS - YOU OFFER SAGE ADVICE. <eom>
Don

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To: zebraspot who wrote (44)4/13/1999 6:11:00 PM
From: Tecinvestor
   of 76
 
Paul, I remember those days in mid 1997. The stock was in the high 30s and low 40s pre-split and was moving $4 - $6 in a day! The stock then went to $60 and split 2 for 1 around October 1997.

Now, we're trading at more than a forty percent (40%) discount to NAV. Ascribing a $12.00 valuation to TruePosition, this stock should be trading in the $90s.

Unfortunately, too much emphasis has been placed on the embedded capital gains issue. In my mind, it is really almost a non-issue.

Once the embedded capital gains issue is properly addressed by management, we should be off and running.

The movement of AGRP these past couple of weeks (and particularly these past few days) is just a tease. Given the recent run up of TGNT, LMG.A, LMG.B and T, AGRP should be doing much better.

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To: Tecinvestor who wrote (48)4/14/1999 5:51:00 AM
From: zebraspot
   of 76
 
*OT* to Tecinvestor:

Only good advice I've ever gotten off of TheStreet.com was the circa July '97 early tip on Associated Group.

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To: zebraspot who wrote (49)4/14/1999 2:59:00 PM
From: Tecinvestor
   of 76
 
Paul, check out the competition.

idc-seattle.com

We are not alone in this race.

I certainly hope TruePosition is preparing to make an announcement regarding Harris County and its plans for a roll out.

Regards.

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To: Tecinvestor who wrote (50)4/14/1999 3:19:00 PM
From: zebraspot
   of 76
 
Plenty of competition in global positioning. I wouldn't suggest anyone own Associated Group primarily for that.

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To: zebraspot who wrote (51)4/15/1999 8:32:00 AM
From: Tecinvestor
   of 76
 
Actually, Paul, one of the main reasons I feel good about AGRP is because of TruePosition. I do not see terribly dramatic moves in T and it has only been within the past week or so that I feel TGNT will soar. However, IMHO, I think TGNT will stabilize at this level, at least for a while.

There are two things that I now see that will move the stock measurably higher: an abatement or diminution of the embedded capital gains problem and TruePosition.

Regards.

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To: Tecinvestor who wrote (52)4/15/1999 12:06:00 PM
From: zebraspot
   of 76
 
If you're betting on TruePosition, you're betting on the long shot here.

TGNT is the horse I'm most interested in the stable, with the T and the Liberty stakes running a close second.

A creative tax resolution would give us a big boost - but it probably entails getting us swallowed up by T.

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To: zebraspot who wrote (53)4/15/1999 12:49:00 PM
From: Tecinvestor
   of 76
 
Paul, I'd be interested in knowing why you believe TGNT has real upside potential at this point. It has already made a major move in the past two weeks. Are you thinking that it is an acquisition target?

As for T, I believe that ATHM will be the real cash cow for that company. I personally like ATHM and have been long in it for a while.

I still like the dark horse, TruePosition.

I hope we're both right.


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To: Tecinvestor who wrote (54)4/15/1999 1:35:00 PM
From: zebraspot
   of 76
 
My reasons for liking TGNT?

No takeover (I hope).

Rather, TGNT is rolling out a great business plan - their "last mile" offering of bundled telecom services just makes so much sense for small/medium businesses that it just has to be a huge success.
It is ready to roll. Competition is limited. The spectrum they own amounts to a great franchise and they got it cheap.
They don't have to acquire ROW's, dig up streets, lay expensive cables, etc., and hope that the business will come: They install their equipment only after the orders have been taken.
Profit margins should be huge. Management is superb. To date, only a small fraction of the 750,000 office buildings in the U.S. have been signed up, and TGNT is getting more than their fair share.

If you have a 2-5 year time frame, even at current prices, TGNTis as exciting a concrete business opportunity as you can think of, IMO.

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To: Tecinvestor who wrote (37)4/16/1999 1:22:00 PM
From: Tecinvestor
   of 76
 
On April 15, 1999 Legg Mason analysts Bradley Williams and Sean Butson issued a rate change on AGRPB. The report states in pertinent part:

* Raising target price on AGRPB shares to $70 from $60 and reiterating Buy rating.
* Lowering risk rating to Above-Average from Speculative due to stability of underlying securities in portfolio.
* Discount to portfolio value has expanded to near historical levels.
* TruePosition value remains as a yet-to-be realized $12 upside for investors.

This is a very good report, for all of the enumerated reasons. For those of you who are unfamiliar with Legg Mason, they have been following this stock for a long time and have issued a number of comprehensive reports on the company. I have found their research to be very good.

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