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Technology Stocks : HIGH SPEED ACCESS {HSAC} -- Ignore unavailable to you. Want to Upgrade?

To: John Miz who wrote (312)	6/29/1999 7:56:00 PM
From: Robert Sheldon	Respond to of 963

Can we extrapolate any of the following into HSAC's business? I already did . . . see post Message 10049855 Or . . . here is a copy. Below is a comparison of ATHM, SOFN, and HSAC (low (L) and high (H)) on the basis of Revenue and the implied value of one home passed. These numbers are then extrapolated out and applied to SOFN and HSAC. In other words, ATHM is the benchmark. This is NOT a valuation, ONLY A COMPARISON. It is my opinion that HSAC (that's why I'm on the thread to begin with) should be awarded a premium built into the comparison in the range of 30% due to its specific characteristics. I will elaborate on these in my next posting. Do not complain about the formatting. Again this is my opinion . . . no attacks please. Price/~Shares/Est. Mkt. Cap ATHM 96.00/ 125,700,000/ 12,067,200,000 SOFN 23.75/ 13,900,000/ 330,125,000 HSAC 20.31/ 53,791,898/ 1,092,647,928 2000E/ Value of/ Homes/ 1 Home/ Implied Price Passed/ /ATHM = 1.00 ATHM 72,690,000/ 166.01/ SOFN 2,400,000/ 137.55/ $ 28.66 HSAC (L) 11,600,000/ 94.19/ $ 35.80 HSAC (H) 48,000,000/ 22.76/ $ 148.13 2000E/ Revenue/ Implied Price Revenues/ Multiple /ATHM = 1.00 ATHM 369,000,000/ 32.70/ SOFN 12,000,000/ 27.51/ $ 28.23 HSAC (L) 25,100,000/ 43.53/ $ 15.26 HSAC (H) 100,800,000/ 10.84/ $ 61.28

To: John Miz who wrote (312)	6/30/1999 1:49:00 AM
From: Goldbug Guru	Respond to of 963

John, BROADBAND FEVER! HSAC & ATHM, everyone should buy HIGH SPEED ACCESS & @HOME. You know the future of HSAC, Paul Allen will eventually be bundling up most of his great companies into one "MEGA PACK". Our customers will be getting high speed net access plus many other goodies to go with it like GO2NET....Datek Online....you get the picture. The future looks very bright for HSAC, all those huge pipes that we have can easily add up to few hundred thousands subscribers. Million or 2 is not that far away either. HSAC & ATHM, a must buy!!! Paul Allen Microsoft Cisco & all those huge pipes FUTURE LOOKS VERY BRIGHT!