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 : UCOMA UnitedGlobalCom -- Ignore unavailable to you. Want to Upgrade?

To: steve host who wrote (35)	1/29/1999 10:09:00 PM
From: Mad2	Respond to of 489

Doesn't take nearly the capital to play the ipo date. Given uihia had a nice run from before christmas could also be some profit taking going on by longer term holders

To: steve host who wrote (35)	1/29/1999 10:31:00 PM
From: Tech97	Respond to of 489

More information regarding the IPO: UNITED PAN EUROPE COMMUNICATIONS NV FRED. ROESKESTRAAT 123 P.O. BOX 74763 AMSTERDAM, 1070 BT THE NETHERLANDS PHONE: (31) 20-7789840 1997 REVENUE $174,691,709 1997 NET INCOME (LOSS) $85,992,746 FISCAL YEAR END 12/31 EMPLOYEES 1360 INCORPORATED IN NETHERLANDS FILING DATE: PROPOSED SYMBOL: EXCHANGE: 11/24/98 UPCOY NASDAQ FORM FILED: MAX. OFFERING AMOUNT: EST. OFFERING EXPENSES: S-1 $1,244,000,000 TBA EXP. PRICING DATE: EXPECTED PRICE: TOTAL SHARES: February 11 $27.65 to $31.10 40,000,000 LEAD UNDERWRITER: Goldman, Sachs & Co. BRIEF BUSINESS DESCRIPTION: European cable provider SIC CODE: 4841 - Cable & Other Pay Television Services

To: steve host who wrote (35)	1/29/1999 10:36:00 PM
From: Tech97	Read Replies (1) \| Respond to of 489

UNITED PAN EUROPE COMMUNICATIONS BUSINESS DESCRIPTION: United Pan-Europe Communications N.V. owns and operates cable-based communications networks in ten countries in Europe and in Israel. It provides cable television services. Some of its systems also provide telephone and Internet access services. Currently, its systems constitute the largest pan-European group of broadband communications networks, based on numbers of subscribers in more than one European country. It has systems in Austria, The Netherlands, Belgium, Norway and France. These systems are strategically located in the capital cities of Vienna, Amsterdam, Brussels, Oslo and suburban Paris. It also has systems in Israel, Malta and Eastern Europe. It is a subsidiary of United International Holdings, Inc., a leading international provider of video, telephone and data services. Its systems had about 5.9 million homes in their license areas at September 30, 1998. Of these, about 4.9 million homes were passed by the cable in its network and thus capable of receiving its services. About 3.4 million of these (70%) subscribed to its basic video services. It has majority ownership of its Western European systems (other than the A2000 system in Amsterdam and surrounding areas) and most of its other systems. Measured by its ownership percentage of individual systems, it has an equity interest in about 3.0 million homes passed by, and 2.0 million subscribers served by, its cable systems. In its Western European markets, it is upgrading its existing network to two-way transmission capability. This enables it to provide digital video, telephone and Internet/data services. At September 30, 1998, its systems had about 13,850 cable telephone and about 12,725 Internet access subscribers. USE OF PROCEEDS: The company intends to use the net proceeds from this offering: to fund costs of about NLG500 million to NLG750 million to improve its cable network to provide telephone and Internet/data services, and to pay for new activities in its video distribution and programming businesses, pending such use, to repay debt of NLG620 million, which it intends to reborrow under the same credit agreement for such use, to pay about NLG445 million as part of the purchase price for the remaining 49% of United Telekabel Holding, its Dutch holding company, to repay other debt of about NLG270 million, and for general corporate purposes and future acquisitions. COMPETITION: If the company fails to compete effectively in its video, telephone or Internet/data services markets, its business, operating results and financial condition may deteriorate. The cable television industry in many of its markets is competitive and changing rapidly. It expects to have to compete more with new entrants who have other multi-channel television technologies. These may include: DTH (direct to home satellite services), SMATV (private cable systems), MMDS ("wireless" cable), and local multipoint distribution services. The company may also face competition from other communications and entertainment media companies. These could include incumbent telecommunications operators. In some franchise areas, its rights to provide video services are not exclusive. It may have to compete with other cable operators. The Internet services business in Europe is highly competitive. At the moment, the company competes with dial-up Internet service providers, including many incumbent telecommunications operators. These providers usually employ traditional low-speed telephone lines and higher speed connections. It expects chello broadband to face competition from other broadband cable modem service providers, such as @Home and Roadrunner as they move to the European market. In the future, the company expects to compete with other telecommunications service providers, including incumbent telecommunications operators, using other broadband technologies.

To: steve host who wrote (35)	1/30/1999 8:17:00 AM
From: Art M	Read Replies (1) \| Respond to of 489

I am long the Feb 55 calls. Bought 2 days ago at 1 9/16 (the ask) when stock was around 47. This IPO story sounds awfully good to me. I don't understand why UIHIA stock price has not risen more since the announcement. Especially considering the valuation estimates you guys have done. If the IPO is Feb 10/11 the calls have until the 19th, and should hopefully appreciate at/after the IPO. What am I missing here? Art

To: steve host who wrote (35)	1/30/1999 3:01:00 PM
From: Mad2	Respond to of 489

NTL and Microsoft's investment of 500mil garnered a mention in Barron's. From trading points: Gotta love it when market rumors are right on the money. Last week we reported market chatter about Microsoft making an investment in British cable companyNTL. Monday morning the two announced that it was indeed a done deal. Microsoft invested $500 million in NTL to help the company more quickly deploy its high-speed voice, video and Internet services over its cable lines. The news sent NTL's stock and bonds soaring. NTL's zero-coupon bonds due in 2008 jumped to 69 1/2 from 66 last week. And its 7% convertible bonds due in June 2008 rose to 220 3/4 from 182 1/2 last Friday and the 7% converts due December 2008 rallied to 153 3/4 from 130.

To: steve host who wrote (35)	2/1/1999 8:42:00 PM
From: Jetter	Respond to of 489

There was an interesting UPC press release this evening, a lot of specific, useful information... Here's the link along with some highlights... Gives us a good idea of what UPC and UIHIA are shooting for... biz.yahoo.com A clip on what UPC is going to offer its subscribers... UPC is upgrading its networks for two-way communications capability, which will give subscribers a 'triple play' of integrated video, telephony and Internet services. UPC's Chief executive Mark Schneider said: ''It was imperative to choose a product with a digital architecture to match our criteria. We require a sophisticated, reliable and economical platform that will support a high usage of our integrated interactive services.'' A clip about UPC and UIHIA About United Pan-Europe Communications N.V. Headquartered in Amsterdam, UPC is one of the largest privately-owned broadband communications companies in Europe, providing cable television, telephony, Internet and programming services. As of September 30, 1998, UPC's systems had about 5.9 million homes in their franchise areas, with approximately 4.9 million homes passed. Approximately 3.4 million of these subscribed to UPC's basic cable television systems. As of that date, UPC's systems had about 13,850 cable telephone and about 12,725 internet access subscribers. By the end of 1999 UPC expects to have service areas covering 2.2 million homes with two-way upgraded plant. United International Holdings, Inc. (Nasdaq: UIHIA - news) is a leading provider of video, voice, data and programming services outside of the United States, with operations in 20 countries throughout the world. UIH's operating systems cover approximately 12.1 million homes in franchise area and 9.7 million homes passed, and currently serve 4.4 million video subscribers, over 100,000 telephony access lines and over 13,000 Internet access subscribers This is why most of us are here... Jetter, hoping for the best in the weeks ahead.