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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?


To: Teflon who wrote (81)2/19/1999 9:58:00 AM
From: Teflon  Read Replies (1) | Respond to of 54805
 
ATHM:

I want to take a poll of this board's collective opinions on ATHM. I have been watching this stock for some time, already own a decent stake in it, and am considering increasing my ante. Here are the items that have been pushing me to up my investment:

1) AT&T CEO Armstrong....they don't get better than this
2) ATHM Management.......long history of innovation
3) Berkshire Hathaway....recent investment in cable
4) Paul Allen............many investments in cable
5) Relative monopoly.....like it or not, ATHM has a lock
6) Money flow............Recent deals suggests cable kills DSL

Any thoughts??

Thanks,
Teflon
p.s., LET'S USE THIS BOARD