Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : AUTOHOME, Inc -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (710)	11/22/1997 5:55:00 PM
From: Bob Zacks	Read Replies (1) \| Respond to of 29970

From tciva quartly:----------------------------------------------- TCI VENTURES MARKET VALUE OF PUBLICLY TRADED COMPANIES Percent Share Shares Held Economic Price Company (in millions) Ownership 9/30/97 Teleport 49.79 million shares , 30% , $44.88 TINTA (1) 97.95 million shares , 85% , $16.38 At Home 46.46 million shares , 39% , $23.13 United Video 14.52 million shares , 40% ,$27.75 Antec Corp

To: ahhaha who wrote (710)	11/22/1997 7:17:00 PM
From: Paul Weiss	Read Replies (1) \| Respond to of 29970

Whew! You ask me to justify things I can't. Daunted, I will try, none the less... Item: I like TCOMA as an investment vehicle. As a corporation, my feelings are ambivalent. Remember that 66% of @Home revenues will belong to the cable companies that provide said service. With the largest customer base AND equity partnership relations with a number of other providers, TCOMA is well positioned to expand revenues significantly. Item: You and I could start our own cable company, at any time, in any place. Just pay the exorbinant franchise fees, provide the mandated public access channels, build out the infrastructure, contract content, hire and train personell, and so on.... What I'm meandering towards is: there are huge barriers to entry... and that is a plus for the investor/shareholder. Paul

To: ahhaha who wrote (710)	11/22/1997 8:23:00 PM
From: FR1	Read Replies (1) \| Respond to of 29970

ahhaha - I live in the same area as you with the same problem. I did manage to get someone at TCI to explain the problem to me and they said that initally they wanted to have all the bay area open around the 1st of 1998. Unfortunately, they have found that they have to "completely rebuild" large parts of the system that they did not originally expect to have to and consequently they have decided to open the bay area city by city with everything done by the end of 1998. If you look at their site this seems to be the case since Plesanton is now on the list along with another city for "near term" opening. I own ATHM and feel, like many, that it is clearly the best system. Unfortunately it is expensive for most cable companies in metropolitan areas because they have to rebuild a lot of their system. The "cheap alternatives" are banging at the door of the cable companies. Our hope is that word of mouth will eventually force cable companies to spend the money. Question: What do you think of writing covered calls on ATHM? It does seem to be a long term play and probably won't jump up by a lot in the immediate future.