That is not at all what I was saying. ATHM is toast because, AOL gets RoadRunner (RR) now, that along with AOL's xDSL rollout, Sat. deals, TimeWarner ties to T, plus TWX additional content to AOL's already large offering, makes ATHM the odd man out. By saying AOL is too big, I'm saying that AOL is no longer the start-up company it once was, so the outside gains for the stock will not be happening anymore. The optical sector is like the net sector, just starting out, but unlike the net sector, the optical sector it's a lot harder to start from scratch and the need for optical components is growing faster then demand, we are not anywhere close to having one company dominate the optical sector. So even if I was using the logic you stated I was using with AOL Vs ATHM, one could not apply it to the optical sector.
Greg |
