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Technology Stocks : RCN Corp. (RCNC) - Voice-Video-Internet
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To: DOUG H who wrote (317)4/13/1999 8:37:00 PM
From: HVN  Read Replies (2) of 720
 
Update. I was in a presentation this morning by the CEO or our favorite company - MLynch High Yield conference. For the first time, he talked some numbers - not his version of 'vision'. However, the numbers he talked about were simply about the scaleability of their service in terms of how cost effective their service is when they sell more than 1 service. What he didn't talk about is their value in terms of speed to market, etc.

What he did mention that caught my ear (and he only glossed over it!) is that given how strong their ISP business is, you buy their company at $42/share, you are basically buying the internet business, and getting the rest for free - or vice versa. I doubt anyone else picked up on that. I find that hard to believe coz. at $25/internet customer (I'm averaging dial in and cable internet customers) I'd value them at ($1000/customer x 500K customers) = $500M.
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