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To: Ron Dior who wrote (13307)8/2/1999 11:59:00 PM
From: Solid  Respond to of 29970
 
Thank-you, and I thank-you again!

Aside from the possible rumored alliance and the promise of gargantuan size it holds in promise, after the emotional splash impact subsides, the parametric determining real holding power of price I think would still be happy customers WITH cable modems. The logistics and details of getting athm service, in prompt fashion to awaiting late night fools such as we is still a devil...no?



To: Ron Dior who wrote (13307)8/3/1999 12:02:00 AM
From: Jan Garrity Allen  Read Replies (2) | Respond to of 29970
 
If this all comes together we will rocket to our second split by the end of the year!!!!!!!This is a powerful combo and the golden goose,ring whatever is near..........hold this puppy for a decade and u can RETIRE on the ROCKET!!!BUT do not count out AOL cause IMO I see a deal in the works with Paul Allen and crew..........we need some great competition and this will do it!! What a revolution!!!!! Hay.........Where r the people in the toilet paper stocks and what about Asia as the r a house of cards, they and the institutions will start piling back and spend billions to catch these stocks!!!!!<<;-)))))))))



To: Ron Dior who wrote (13307)8/3/1999 12:11:00 AM
From: Educator  Read Replies (1) | Respond to of 29970
 
Hi Ron & Gang- I come home from a meeting and see all those posts. Good heavens!!! I knew something was up! We are long overdue for a little excitement with this stock. Yahoo!!!!!

I took the little shaver fishing this P.M. Even though we had some good luck, he wanted to come home early. When I looked at the share price of ATHM, I couldn't resist. I scraped my portfolio barrel and bought 420 shares at $44 to add to my position. I even bought AOL for a short-term play. I was sick to see ATHM fall to the $42 range. Like Eric said before, I thought $44-45 was a nice support level. When I saw it fall even lower near the session close, I kicked myself for not waiting for a day or two. I really thought it might go to 40 or high 30s. Now I should kiss my son for wanting to quit the fishing early.

Let's hope people will now buy on the rumor, and NOT SELL on the news.

Good luck ATHM longs!

Ed



To: Ron Dior who wrote (13307)8/3/1999 10:20:00 AM
From: Educator  Respond to of 29970
 
"Solid the key sentence here is the one where it put a figure on this deal. The phrase was " more than 17 billion". This is what will move the stock. It doesn't matter if the rumor is true, as long as people think it looks possible. If you reason 20 billion, it would price ATHM somewhere around $70 per share."

Hi Ron- According to my research, the 17 billion dollar deal would give shareholders near $67.63 per share. 20 billion would place the deal at 79.57 per share. That is assuming the shares outstanding is 251,340,000. I checked out two sources for the shares outstanding number. Someone please correct me if I'm wrong, or if there is something goofy with my math!!!!!!

Either way, this does give us a badly needed short-term pop (providing this does turn out to be bona fide deal). Long term though? I'm not sure about that. I will not hang onto Yahoo shares if that is the end result. I like the company very much, but felt the long-term potential of Excite@Home was greater.

I haven't even looked, but hope the potential deal gives the Nets a much needed boost.

Ed