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


To: jjs_ynot who wrote (86)2/7/1999 2:00:00 PM
From: steve host  Read Replies (1) | Respond to of 489
 
You are not looking at the value of their other assets and potential spinoffs - more than account for remaining debt - you have to give value to those cable assets.

In addition, I will gladly bet anything that the IPO will move much much higher than 33% or $10. Between Goldman/Morgan combo, the MSFT purchase , the alliance, the limited float and the Barrons recommendation there is no doubt in my mind. The pricing also has yet to be set - don't be surprised by an increase.

Good luck if you don't buy - to me it's a no brainer




To: jjs_ynot who wrote (86)2/7/1999 2:06:00 PM
From: steve host  Read Replies (1) | Respond to of 489
 
Dave - you think IMON is a great stock at a grand total of $26 in revenues ? and coming public through a shell.

I'm just trying to understand your overall stock analysis - doesn't seem consistent breakup value analysis.