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Technology Stocks : UCOMA UnitedGlobalCom

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To: Mad2 who wrote (93)2/7/1999 4:53:00 PM
From: jjs_ynot  Read Replies (1) of 489
 
UPC looks quite good. UIHIA is not as clear, since they have a lot of financial baggage in addition to the holding in UPC.

To value compare with RCNC, ATHM, MSPG, ELNK in terms of debt to equity, price to cash flow, price to book value. These are pretty good comparables, with similar infrastructures and business models.

The point is at this price level; adding new money may still be OK but the risk is a lot higher than at $40 per share, which as Steve points out was a no-brainer through the IPO.
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