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To: Glenn D. Rudolph who wrote (101776)4/20/2000 11:28:00 AM
From: Danny  Read Replies (1) | Respond to of 164684
 
Glen, I want to wait for at least tomorrow. But yes, I
am also considering unloading it here.

If we cann find some other good investment with this
proceedings, this might be a good tax benefit:)



To: Glenn D. Rudolph who wrote (101776)4/20/2000 11:33:00 AM
From: H James Morris  Read Replies (1) | Respond to of 164684
 
Glenn,
I just put in a Athm cable modem.
>
NEW YORK, April 20 (Reuters) - Warburg Dillon Read on Thursday said it had raised its rating on shares of Internet company ExciteAtHome Corp. <ATHM.O> to strong buy from buy.

In a research note, analyst Michael Wallace said:

The company reported first quarter per share of a loss of $0.01, excluding charges, on revenues of $138.1 million, but narrowly below his estimate of $0.00.

Growth on the broadband side was strong. Total broadband subscribers added of 350,000 were "way ahead of our estimate."

"In a move we view positively, ATHM announced a short-term push to focus on sub growth and international expansion. This means more spending, so profits likely will be pushed out until next year."

"The international opportunity is large, and we expect at least one international joint venture IPO by year-end."

"At these levels, we see limited downside and significant long-term upside potential."

ExciteAtHome shares were down 1-9/16 at 18-3/8 in mid-morning trading on Nasdaq.



To: Glenn D. Rudolph who wrote (101776)4/20/2000 11:35:00 AM
From: Slumdog  Respond to of 164684
 
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