Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: mogo who wrote (541)	7/21/1999 8:04:00 PM
From: Glenn Petersen	Read Replies (1) \| Respond to of 614

With the exception of ELNK, which has already reported its second quarter results, the following valuations are based on the 3/31/99 numbers. It is probably safe to assume that the valuations for the other ISPs, including ONEM, are at least 10% less than the numbers listed below: Internal Qtr to Qtr Percentage Valuation per Market cap/ Subscriber Decline Subscriber Sales Growth From High BIZZ 3,134 9.31 11.31% 43.36% ELNK 1,328 5.61 11.55% 44.03% FLAS 1,748 11.65 10.49% 53.40% GEEK 1,641 7.68 14.58% 69.16% MSPG 2,389 13.18 9.81% 66.17% ONEM (1) 1,515 7.70 11.77% 39.71% PRGY (2) 2,030 10.66 16.04% 51.60% VOYN 2,063 12.28 N/A 26.52% (1) Adjusted for the acquisition of "The Grid." (2) Excludes Prodigy Classic subscribers. Adjusted for acquisition of 150,000 Cable & Wireless subscribers (transaction expected to close in fourth quarter) The above analysis is based on a review of the most recent SEC filings and the July 21, 1999 closing prices.