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Strategies & Market Trends : Technical analysis for shorts & longs
SPY 659.00+1.0%Nov 21 4:00 PM EST

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To: Clint E. who wrote (15957)5/12/1998 2:42:00 AM
From: Suresh  Read Replies (1) of 68213
 
Hi Clint and Anindo,

I am not an ATHM expert but a satisfied user of the service and have traded them in and out couple of times. However my next purchase of ATHM will be as an investment. I have many people using cable modem here and they are all happy. According to ATHM's last quarter report they have increased coverage area in the most recent quarter. All they have to do is to have a better execution in terms of connecting users to their service ... (they took almost 4 weeks for modem installation/setup). It will be a pretty good cash flow story once they ramp up subscriber base. According to the guy who came to install the modem at our house, they are really busy connecting users to the cable modem service.

With the current pricing structure of phone companies ADSL modems/service, cable modem has an attractive pricing for most users. ADSL will be a challenger if the phone companies can get their act together and have decent pricing. Otherwise... ATHM should be flying high.

PMCS... must be a phenom...every analyst interview I have seen/heard has a good opinion of the company and fund's are piling up.

Clint.. did you see LU press release regarding their entry into FPGA ? Just saw the headlines of the story.

Later,

Suresh
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