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Technology Stocks : @HOME IPO

ATHM 25.20

+0.2%

Oct 31 9:30 AM EST

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To: Jon Tara who wrote (356)	7/12/1997 9:24:00 AM
From: Sam Citron	of 383

Jon, Sorry to hear about your difficulties with ATHM yesterday. Just a normal crazy first day of trading - the ecstasy and the agony all rolled into a few short hours. Rambus was far more tempting to me, but I was abstinent there as well. As you say, nice if you were on the inside. You may yet see your $15 entry point reached if you still have the stomach for it. If we do get such weakness, you may want to buy 1/3 position there with continued scale down buying @ lower levels. I agree that HLIT is a better "investment" though @Home may have more speculative appeal at the moment. Along these lines, I probably prefer ADCT. SC

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