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 : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Vendit™ who wrote (5094)	2/15/1999 5:28:00 PM
From: Vendit™	Read Replies (1) \| Respond to of 41369

At Home-Is it worth the price? For investors sniffing around At Home, the question to mull is how much you believe At Home will reach its goals. Its valuation, currently at $9.5 billion, suggests investors expect nothing short of those goals. Many analysts gush at the At Home potential but balk at its current market valuation. After all, this is a company with only $48 million in 1998 revenues, nearly the equivalent in losses ($40 million) and only 331,000 customers. "At Home will be one of the first to develop killer apps for broadband and the merger makes a lot of sense. But still, you have to get to the question of valuation. Is this all worth $10 billion or $15 billion?" asked analyst Dana Serman of Schroder & Co. "We love the fundamentals, but we rate it a 'hold.' " "There is a chance they will make these goals, but a lot has yet to transpire," Serman continued. moneycentral.msn.com