Roger's 1998 Short Picks Message Board

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Strategies & Market Trends : Roger's 1998 Short Picks

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To: Roger A. Babb who wrote (3552)	2/24/1998 11:59:00 PM
From: JPM	Read Replies (1) of 18691

here's some #s on ATHM... most possible customers i can reasonably see paying $30/month for cable modem service... 10mm that's assuming all AOL users get ATHM... of the $30, ATHM gets $10 at most i believe... or $120/ yr that's $120 X 10MM = 1.2Bill in revs/yr... and that's max I think if all goes well... with current market cap of 4.7Bill... that's about 4x best rev. scenario... conclusion... way overpriced... i think it can go a bit higher in the short term, but its dead meat in the long run... and one more thought... the could after all run into competition

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