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: RockyBalboa who wrote (238)	2/12/1999 8:41:00 AM
From: zoya	Respond to of 489

you are analysing as if upc is the only asset that uihia has. please post it only if you are absolutely sure.otherwise it will be false information. zoya.

To: RockyBalboa who wrote (238)	2/12/1999 8:41:00 AM
From: Tom Hua	Read Replies (3) \| Respond to of 489

Christian, there're 40 MM fully diluted shares of UIHIA. You're looking at another interesting angle, ie., subtracting out the debt. Because of UIHIA's weak balance sheet, I simply apply a 50% discount on its intrinsic value in UPCOY, and assign a $10 value to its core business to come up with: UIHIA = UPCOY + 10. Regards, Tom

To: RockyBalboa who wrote (238)	2/12/1999 8:50:00 AM
From: Mad2	Respond to of 489

C, UIHIA has 40 mil shares outstanding (31 cl a and 9 cl b) around 650 mil in debit gets retired UIHIA has extensive cable and sat. operations in asis and latin america (around the size of upc combined if upc can up the revenue per home they would be around the size of cox communications (that's upc) who has 2.4bil in debit, as they will serve around the same number of customers after upc getts all of utc (amsterdam broadband cable j/v) if you sutdy S-1A revenues are under stated because UPC doesn't consolidate results of UTC and A2000. This will change as with the spin upc buys nuon's 49% of utc (who owns 25% of A2000). Main issue for upc is they average $15 per household in NL, $30 in france, $40 in Isreal where as the cable market in Britian is $67 per household and $75 in the USA. Conversley UPC whould be a greate market for telephone service as the average line in USA cost $13 and in europe the average line cost is around 40-$50 All in all these companies are very difficult to understand. IMO UIHIA is a good long term investment at the current 54/share. Who knows how it'll do today. I suspect UIHIA will go up, but don't know how many left over momentum buyers are still in who will probably want to get out today.