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Technology Stocks : EarthLink Network ELNK Wraps Your Fish -- Ignore unavailable to you. Want to Upgrade?


To: Garry Betty who wrote (194)12/1/1997 6:15:00 PM
From: uu  Read Replies (1) | Respond to of 220
 
Garry:

I am a new investor of ELNK with an average share price of around $18.75. A few items from investment point of few which I hope you can help me with:

1. What is the current "monthly" growth rate of new customers? Are there any figures available?

2. With all the Asian problems (which in my opinion are extremly overblown) the perception among many investors seem to be that those companies that operate only in the US will be the Wall Street darlings for the next few months. With that in mind does ELNK have much international exposure at this time? And if so what percentage of revenue comes from oversees (especially if it is from the South East Asia)? My understanding has been that ELNK currently drives most of its revenue (if not all) from domestic business and there is not much international exposure.

3. ELNK has a low daily volume, and yet the price has been increasing very nicely over the past few weeks (in the anticipation of great earnings and revenue growth). In your opinion does the stock reflect all the great news that are supposed to come or this is simply the beginning of something bigger? In other words, in your opinion, have all the good news been built into the current stock price of around $18-$20/shr and therefore the stock is very sensitive to any possible disappointing news, or the rally has not even started yet?!

I am somewhat heavily invested in the stock as ELNK is currently my 4th largest portfolio holding. Eventhough I personally use AOL at home (mainly because ELNK support could not set me up on NT 4.0 a while back) I see more and more using ELNK everyday. I would love to switch to ELNK (after all I am invested in the company's stock!) but I am afraid of the support (and also am not sure if NT 4.0 is supported at this time).

Best Regards,

Addi Jamshidi



To: Garry Betty who wrote (194)12/2/1997 10:31:00 AM
From: PeterR1700  Read Replies (1) | Respond to of 220
 
Gary - though we on the thread are savvy investors (one hopes) we are also definitely geek lite. None of us seem to have the article or url that you cited.

<<Perhaps there is an online version of the article in Interactive Week from a week or two ago that someone can link to start the new thread ... that or the article in CO magazine.>>

Avez-vous? If not, we'll just change the header and move on.

Thanks...Peter