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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: steve harmon - analyst who wrote (2077)	7/5/1999 3:33:00 PM
From: DavidCG	Respond to of 4337

Hi there, I'm curious to your opinion of SOFN vs. HSAC. Is this the biggest kept secret in the world? Both companies offer highspeed, broadband internet access via cable Marketcap: Let's compare: HSAC worth 1.586 billion SOFN worth 481 million SOFN has a larger cable internet footprint than HSAC HSAC has 1 million homes passed SOFN has 2.8 million homes passed SOFN has just bought Intellicom who owns its OWN satilite network and uses it for 2 way high speed internet access. Faster and cheaper than T1. (its like buying 2 internet braodband companies for the price of one) SOFN also has international markets (Japan, South America, Mexico, Carribean) HSAC has no international market. HSAC has 11 mso contracts, SOFN has 41 MSO contracts. What more can I say? I hope you take a look and see what you think The question: Is SOFN at least HALF the company HSAC is? Even with Paul Allen on board HSAC (which is the only argument I get these days)...I think SOFN is worth at least half of HSAC. If it is, SOFN should be worth at least $45 at HSAC's current price. Based on marketcap. (by the way, due to market footprint, I have the opinion SOFN is worth more than HSAC)..But I'll accept the argument that SOFN is HALF the company HSAC is. I have a feeling HSAC will run higher only making SOFN much more of a bargain. 52 week high on SOFN is $69 $150 million in cash, virtually no debt IMHO, A huge undiscovered or forgotten value with all the HSAC frenzy. Thanks for your opinion. -DavidCG

To: steve harmon - analyst who wrote (2077)	7/5/1999 3:39:00 PM
From: Bill Lotozo	Read Replies (1) \| Respond to of 4337

Steve, What are your thoughts on two recent ipos: EELN and CLRN? Thanks, Bill

To: steve harmon - analyst who wrote (2077)	7/6/1999 11:29:00 AM
From: DavidCG	Read Replies (1) \| Respond to of 4337

I respectfully disagree Mr. Harmon to your response about SOFN. HSAC may...keyword "may" have Charter Communications. Which "may" give them 6 million customers. Not 10 million as you have stated. However, the cable market is very large in the USA and SOFN currently has the larger footprint out there. SOFN has 2 million right now in the USA and 1 million in Japan. Half of what Charter controls. HSAC has no international exposure. SOFN has international exposure in latin america/Japan/Carribean. HSAC has no high speed two-way satilite transmission of the internet. SOFN does. I should wonder why HSAC's own underwriter Lehman Bros. saw no higher potential for HSAC this year than $30. Ususally underwriters put price potential from current trading 50-100% higher. Not 3 points higher when they initiated coverage at $27. I appreciate your public opinion. But it is my opinion that you haven't completed intense research on SOFN. You have only researched HSAC. -DavidCG

To: steve harmon - analyst who wrote (2077)	7/7/1999 3:40:00 PM
From: Mavrick	Read Replies (2) \| Respond to of 4337

STEVE: DRIV - short and long term thoughts...? Thanks in advance.

To: steve harmon - analyst who wrote (2077)	7/8/1999 5:29:00 AM
From: Drake	Read Replies (2) \| Respond to of 4337

Steve -- any changes in your thoughts re AOL and its success "long-term"? Don't you think that the vast majority of people really only want high-speed Internet, and whichever companies can provide this the best are going to be the real winners? AOL will have to be able to make sizeable profits by providing products and services at discounts, compared to direct-purchase web sites -- will they be able to do this, and will they be able to grow at the rate they are projecting? dc