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Technology Stocks : LBRT - Liberate -- Ignore unavailable to you. Want to Upgrade?

To: DELT1970 who wrote (300)	7/18/2000 7:59:20 AM
From: eichler	Respond to of 409

DELT1970 I believe the analyst penguins were forecasting 70.00 per share based only on the last quarter results and expectations of future quarters. The AOL alliance was factored in, but nothing was known about the Cisco additional investment at the time. My own thought regarding LBRT and the whole interactive TV thing is that, well, something like 99.7% of domestic households have at least one TV, whereas only something in the neighborhood of 30 % have computers. What this means to me aside from the obvious potential remaining market for computers being large, the current potential market for people to get into the computer age through their TVs is even bigger. This does not even consider the fact that LBRT's presence already exceeds the geographical boundaries of the U.S. In fact, LBRT does plenty of business on a global basis. I believe, if memory serves, I read last year that LBRT already has a rip-roaring business in Asia... I do know from personal observation (LBRT is a local company- I drive by their facility twice a day, to and from work) that their buildings seemingly popped up overnight and before their first building was finished, they realized they had already run out of room and subsequently built a twin second building next to the first..(local news stories). The implication of phenomenal growth seem apparent. I think from the current low prices of under $40, we have plenty of upside yet to explore. I personally would not lose a minute of sleep being long this stock, even with the current volatility (which I anyway view as a positive). Anyway, I think your bet is correct. Regards, Eichler