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Technology Stocks : OneMain.com (ONEM) -- Ignore unavailable to you. Want to Upgrade?


To: American Spirit who wrote (471)6/27/1999 9:27:00 PM
From: mogo  Read Replies (1) | Respond to of 614
 
TRUE! I agree...............But until then, it is all talk, rumor, speculation, whatever you might call it...........'nuff said.



To: American Spirit who wrote (471)6/29/1999 4:50:00 PM
From: mogo  Read Replies (1) | Respond to of 614
 
JULY 29Th IS WHEN THE COMPANY WILL REPORT THEIR EARNINGS! At least that is what they told me when I called the company. She also told me that it is going to br reported right at (or at about) the opening bell.



To: American Spirit who wrote (471)6/30/1999 6:02:00 PM
From: lazarre  Read Replies (1) | Respond to of 614
 
another good day for ONEM; noteworthy is the 1st tier ISPs had gains of less than 5% while the secondaries had 15%+ gains...interesting.

I would have also added that the secondaries had more upside, what with the monthlong+ hammering. But the big guys also have been pummeled as well and also had steep declines to recover from.

3 things that keep me hanging on to ONEM:

a) their a niche player with minimal competition.
b) their churn rate is amongst the lowest in the industry
c) smaller debt load than most ISPs
d) consolidation, consolidation, consolidation
e) market's i.d. of synergies between box makers and ISPs (( are there any others that yet may be discovered and be exploited? 6 months ago who could have forseen Dell's implementation of an ISP and Gateway's sights on ELNK )
f) ONEM's management
g) days like this
h) as Glenn dutifully reminds us, ONEM has one of the cheapest valuations in this space---1st or 2nd tier.

L