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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread -- Ignore unavailable to you. Want to Upgrade?

To: Mark[ox5] who wrote (470)	2/7/1999 6:54:00 AM
From: puborectalis	Respond to of 779

WRITTEN BY STEVE HOST As for ATHM - I definitly like it for a long term investment. I have been buying it over time as opposed to one shot. On dips especially at this level and below I think it is great (not just another e-commerce site but within a year or two, the will be the entrance to the Interent for most americans). IMHO I think this stock will be up big by the end of the year ($200?) although very volatile throughout. The deal with ATT/TCI and their cable monopolies could and probably will make this bigger than AOL. As for UIHIA we still don't know where we will be pre-IPO, so it is hard to say as to where to sell exactly. We also don't know the exact IPO price which may be raised (increasing out base value). If you want you can sell half in the 80-90 area (although now with this publicity that may be too cheap), take some profits and keep the rest. IMHO I think this will be very volatile , as the IPO should power ahead, and UIHIA will should move up from that 80-90 mark. Where UIHIA trading range will be post IPO is anyone's guess (depends on UPC), but based on the mkt value of ATHM I think it has a lot of room to move over time and thus UIHIA along with it. The upside potential is definitly huge - remember people have the benifit to see the potential with this kind of stock by looking at ATHM's approx 15 billion mkt value, so they probably wont be in a rush to sell. When to sell is a personal decision and depends a lot on your aim to make this a short or long term investment but it seems to me that at this stage the 80-90 is the minimum it is worth, but this stock has the potential to be a $300 stock -no joke- depending on UPC (which no doubt will be volatile like other Internet companies). Looking at recent IPOs like Perot systems, etc; UPC with Barrons, MSFT etc etc could move to 150 in no time (this is an interent stock after all and it is hard to estimate the trading range on these stocks). If that happens for example UIHIA interest would be about $300 a share easy. Im not saying it will and I know it sounds crazy but the potential is there and it is based on reality of the numbers (that's why this is such a unique situation - the IPO of the year from what I can see). As for the buying the IPO - just a more direct investment in this great venture. With UIHIA you also get their other interests around the world as well as their stake in UPC. If you can catch some of the IPO I guess it cant hurt (so that you are assured to always have a piece of it) and I will try, but by buying UIHIA now you definitly are in on the IPO at a great price by owning a part of their stake. good luck -written by Steve Host on the Yahoo thread