Hello Direct (HELO) - an overlooked internet beneficiary Message Board

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Technology Stocks : Hello Direct (HELO) - an overlooked internet beneficiary

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To: Stephen B. Temple who wrote (126)	1/12/1999 1:34:00 PM
From: Sid Turtlman	Read Replies (1) of 153

Stephen: One reason I feel comfortable being long HELO in a market where the internet plays could collapse at any time is that the management is interested in the internet only as a tool for increasing the company's profits, not so it can tout a money losing, but stock price enhancing, portal. Phonezone makes an excellent match to HELO. It attracts new customers for HELO. Phonezone offers HELO a way to earn income on those of its customers that are looking for products that HELO doesn't sell, perhaps because they are not shrink wrapped or require professional installation. It also will be a source of advertising income from companies with telecommunications products that want to reach a focused audience. One can justify a price for HELO in the $20's or more, even if there were no internet mania whatsoever, just on the basis of its earnings momentum and valuation. At $15 as I write this, it is still less than one times a plausible guess of this years revenues, and under 20 times my guess of earnings. So I think there is plenty of upside even if the internets get a well deserved correction.

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