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Non-Tech : SATH - Shop At Home -- Ignore unavailable to you. Want to Upgrade?

To: ztect who wrote (638)	2/8/1999 5:50:00 PM
From: jjs64	Respond to of 1329

Have any of the SATH longs even bothered to look at the ridiculous valuation disparity between SATH and USAI (parent of Home Shopping Network and Internet Shopping Network) SATH is priced at a huge premium based on p/s or p/e to USAI, even though USAI has Barry Diller a CEO who can actually open doors and get stuff done (plus the backing of Herb Allen - if you even think that the best deals in media get done without Herb's involvement do some more research - there was a great Fortune article on Allen a while back) while SATH is stuck with Kent Lillie. If valued at parity with USAI, SATH should be a $8 stock, of course, I would give SATH a LOWER valuation than USAI, because of its second-rate mgmt. Its only a matter of time before SATH retreats to below USAI valuations, I'll wait it out...