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Technology Stocks : @HOME IPO

ATHM 25.20

+0.2%

Oct 31 9:30 AM EDT

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To: ET who wrote (368)	7/13/1997 12:47:00 AM
From: Paul Weiss	of 383

Gary, Thread-- I reckon that folks are getting tired of hearing this from me... so I'll try to make this the last time. If you think ATHM is interesting, worth taking the risk, then consider: TCI Cable (TCOMA) has the lion's share of ATHM (45%?). Consider: The cable companies receive 2/3 of revenue generated by ATHM... TCI has largest customer base of ~14 million. And roughly a 1/3 position in Falcon, Intermedia, and CVC. Consider: Negative sentiment and debt has kept a lid on TCOMA's price (i.e. undervalued). Consider that Antec is springing for the cost of engineering to upgrade TCI's systems in order to sell their cable to TCI. The End.

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