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

To: raymond marcotte who wrote (728)	11/24/1997 7:12:00 AM
From: Hiram Walker	Read Replies (2) \| Respond to of 29970

Raymond, which stock? I think you mean ,STII. My holdings are in BAY and HLIT right now,but I follow STII for its LMDS and GPS. Its price to sales is under 2,granted its earnings were not that great last quarter. They have some really great technology in much needed areas,satellite,GPS and especially LMDS. My favorite and the one I have a lot of money on, at 13 and 19 is HLIT. They are the ones who built the first system for TCI and @Home in Fremont,and were supposed to build out San Francisco,which they never did for TCI. If I were to tell you one stock that I believe is at least a double in the next 12 months,and potentially a triple in 2 years, I would suggest looking at HLIT. At least look at them for their synergies with @Home,one is building HFC systems,one is using them. But these are only my opinions,and my favorite technologies are LMDS and HFC. My favorite LMDS company is STII,my favorite HFC company is HLIT. Hiram

To: raymond marcotte who wrote (728)	12/3/1997 12:48:00 AM
From: TLindt	Read Replies (3) \| Respond to of 29970

ray......just saw you post to doc on the checkfree thread. Hope you don't mind if I but in. But I've been thinking seriously about getting me some of this ATHM. Do you think they'll tank...prior to really moving up? The thing that has tweeked my intrest is the SPEED and INTC. I've looking into Direct PC as a service....don't have any telephone poles so I can't get cable. One thing I found out is they charge by the megabite from 6:00AM to 6:00PM.....a real killer if you use the service. Does at home charge the fee per meg......or flat?