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 : NextLevel (NLV) -- Ignore unavailable to you. Want to Upgrade?

To: PeterR1700 who wrote (423)	1/14/1998 11:49:00 AM
From: Larry S.	Read Replies (1) \| Respond to of 475

NLV/ PE Ratios/ and the future:- Peter there are events that happen whereby it is ok to discard conventional stock measurement criteria and look what is happening with a company. AOL fits the description, as does YHOO, think NSCP 2-3 years ago did, companies in the right place at the right time. NLV, with the committment from the cable companies for 15 million cable boxes or whatever the number is, is one such company. Think the downside on NLV is 2-3 points at worst, and the upside over the next several years is 25 to 60. yes 60. so on a risk/reward basis, pretty sweet. Larry

To: PeterR1700 who wrote (423)	1/14/1998 6:08:00 PM
From: Yogi - Paul	Respond to of 475

PeterR1700, Enjoy your posts on WDC thread. Doing my road warrior duty today. Will get back to you tomorrow. irthrifty

To: PeterR1700 who wrote (423)	1/14/1998 9:48:00 PM
From: Yogi - Paul	Read Replies (2) \| Respond to of 475

Peter, I am a long term investor too. NLV is a significant portion of my long term-speculative portfolio. Long term-speculative makes up just over 10% of my total portfolio. I have been a holder of GIC/NLV/ future GIC for 2+ years and was lucky enough to catch it at a yearly low when I bought it. I have not added to my holdings since my initial buy. It has been a reasonable performer for me but not great. Positives-- 1. Playing with the "big boys" MSFT, Sony, TCOMA, CSCO, SUNW, INTC?, C-Cube? 2. IMHO in the right sector for 1998/99- Faster access to internet ("big pipe")/cable TV 3. Player in cable modem arena (see latest release deal with CPU) Negatives 1. If you build it, will they come? Interactive TV has been a pipedream for a long time. Video-on-demand has been a holy grail for a long time. Will the public buy it? 2. NLV/GIC has given up a significant part of the company to make these deals. Can they make money at $300.00/unit? 3. On a valuation basis, there is no reason to own this company. We are investing in a rosy future for this company. 4. The Sony deal is still pending. This gives Sony enormous leverage. If the deal was cancelled, Sony would barely feel it, NLV would be devestated in the market. Overall For a well diversified investor, in a high risk portion of his/her portfolio, call it a Strong Buy. If considering investing a significant portion of your overall portfolio, call it a Hold/Neutral. Kind of wishy-washy but I hope it helps, irthrifty