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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (2077)	7/6/1999 11:29:00 AM
From: DavidCG	Read Replies (1) of 4337

I respectfully disagree Mr. Harmon to your response about SOFN. HSAC may...keyword "may" have Charter Communications. Which "may" give them 6 million customers. Not 10 million as you have stated. However, the cable market is very large in the USA and SOFN currently has the larger footprint out there. SOFN has 2 million right now in the USA and 1 million in Japan. Half of what Charter controls. HSAC has no international exposure. SOFN has international exposure in latin america/Japan/Carribean. HSAC has no high speed two-way satilite transmission of the internet. SOFN does. I should wonder why HSAC's own underwriter Lehman Bros. saw no higher potential for HSAC this year than $30. Ususally underwriters put price potential from current trading 50-100% higher. Not 3 points higher when they initiated coverage at $27. I appreciate your public opinion. But it is my opinion that you haven't completed intense research on SOFN. You have only researched HSAC. -DavidCG

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