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Technology Stocks : @HOME IPO

ATHM 24.34

-3.4%

Nov 7 9:30 AM EST

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To: Jon Tara who wrote (33)	5/17/1997 10:01:00 PM
From: Paul Weiss	of 383

Jon-- I've been waiting for this (@Home IPO). Although I've vowed to never buy another IPO, and adhered to the vow for a couple of years, I'm now making an exception. That someone like me wants in at almost (repeat ALMOST) any price tells me this should be very well received. I'm considering setting a limit at $21, triple the original. Please note that my single largest position is in TCOMA, so I may not be totally objective. On the news front, TCI and ANTC (Antec) have announced plans to engineer an HFC upgrade for TCOMA's systems. This arrangement will allow TCI to launch @Home in many more communities, sooner than would otherwise be possible. I expect a phenomonal growth for @Home because of this. Regards, Paul

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