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Non-Tech : Auric Goldfinger's Short List -- Ignore unavailable to you. Want to Upgrade?

To: jbe who wrote (5153)	4/28/2000 1:49:00 PM
From: Dale Baker	Read Replies (1) \| Respond to of 19428

I haven't torn into the books that closely - just pointing out that the metrics used by major institutions (who will make or break DISH) don't show a major problem. The problem here is forecasting future revenue per customer when DISH's "last mile" access could be a huge success or a bust. This is why most Internet-oriented stocks can't be pinned down with regular DCF analysis. Trying to guess future market size and market share is just that - a wild guess. I am long DISH until I see an indication that their buildout won't produce substantial cash flow in the future. When that will be - can't say for now. DISH is only about 2% of my total portfolio.