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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Labrador who wrote (4751)	8/10/1999 12:43:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I was thinking about buying ATHM. This is a Gilder pick, and has dropped tremendously over the past few months. Seems like a great target. Thoughts? I presume you are asking for input from the thread. Since this is the lair of Gorilla Hunters, I'll borrow a quote from the Field Manual: Hold Kings and princes lightly, selling individual stocks on a marketplace stumble and the category upon deceleration of hypergrowth. Methinks you are not Gorilla Hunting; you are Bottom Fishing. Frank

To: Labrador who wrote (4751)	8/10/1999 8:07:00 AM
From: DownSouth	Respond to of 54805

Lab, I am out of the internet game, except for the infrastructure providers. ATHM has been a tremendous disappointment. Its price is being blown around by state courts, CEO egos, the press, saber rattling competitors and who knows what else. There is just too much doubt about its future. My money is much better off in JDSU, PMCS, CSCO, MSFT, QCOM, NTAP and others where the fact that IT and the internet infrastructure's growth will fuel their business with 30-70% annual growth for years ahead without so many emotional and legal battles being so influential in their valuations. In a nutshell, ATHM has not crossed the chasm. It has been recognized for what it really is--another ISP with no lock on its access media (cable). It is a pawn of ATT and a target of AOL (and ELNK and MSPG). I suppose ATHM could be a great trading stock, but I don't do that (very much). My opinions, of course, and I am long in the stocks I mentioned and got out of ATHM by the skin of my teeth a few weeks ago. I am a very happy ATHM customer, though.