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Technology Stocks Associated Group / Teligent

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To: biffpincus who wrote (64)	6/9/1999 2:13:00 PM
From: Tecinvestor	of 76

The Berkmans have created a legacy for themselves as a result of the Liberty Media deal. IMHO, they ultimately will be remembered as management who arrogantly disregarded AGRP's shareholders while ensuring a place for themselves in their long term alignment and affiliation with John Malone.

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To: biffpincus who wrote (68)	6/11/1999 10:50:00 AM
From: Tecinvestor	of 76

Biff: See my Post No. 348 on the Yahoo AGRPA thread. As I see it, from now until the Liberty Media acquisition is either aborted or concluded, AGRP will move consistent with LMG.A and T. TGNT and TruePosition will no longer be factors in the movement of AGRP. If you believe Liberty Media's acquisition of AGRP will go through (and there is every likelihood that it will, given the Berkmans' lock on the vote), it seems to me that the prime consideration of whether to hold AGRP depends upon whether you want to end up holding LMG.A and T stock without having to pay the capital gains you have made on AGRP. Personally, I am going to see what happens with LMG.A and T over the next few weeks before bailing out of AGRP. There is no longer any interest or excitement for me in AGRP (the prospects of a big move as a result of a TruePosition announcement, as well as an acquisition at a premium, are now dead) and the only thing we can look forward to is the upward movement of LMG.A and/or T. I would add that both LMG.A and T appear to be attractive plays and, assuming a market rebound, I would not be surprised to see AGRP move up based upon the upward movement of LMG.A and T.

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To: Tecinvestor who wrote (72)	6/11/1999 12:49:00 PM
From: zebraspot	of 76

>>I would add that both LMG.A and T appear to be attractive plays << Gilder just trashed T in his most recent letter. Said, for all the recent sound and fury, Armstrong has not created a powerhouse for the telecosmic future.

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To: zebraspot who wrote (73)	1/26/2000 9:23:00 PM
From: biffpincus	of 76

Does anyone know what symbol Associated Group is trading under now or is there some press release I didn't read. Can't get a quote for either AGRPA or B. biff

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To: biffpincus who wrote (74)	1/27/2000 10:51:00 AM
From: IJReilly	of 76

Biff- Associated Group was bought by Liberty Media (LMGA), deal closed on 1/14/00. IJ

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To: IJReilly who wrote (75)	1/28/2000 2:12:00 AM
From: biffpincus	of 76

Thanks IJ for the update ... I had forgotten to mark the closing date in my calendar. And thus, closes the chapter on one impressive investment (and, also my very first one). Congrats to a small family business that hit the big time -- and CONSISTENTLY did very well for its stockholders over the course of the last twenty years. Well done! biff

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