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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (223)2/20/1999 6:32:00 PM
From: Brian K Crawford   of 54805
 
<< Kevin, that's a tough call. I think cable may be the better alternative for the single location internet user, but snaking a long cable with you would be kind of rough for a road warrior <g>. Based on my needs, I'll have to go with xdsl with it's finally available. >>

Uncle, access from anywhere is an AOL advantage today, and one they are trying to capitalize on further with AOL anywhere.

But don't you think ATHM, with their symbiotic relationship with AT&T, will result in "@Home anywhere", including thru AT&T's national dial up POPS and eventually via enhanced wireless services through AT&T's national wireless footprint?

AOL is the leader, and will be formidable, but T + TCI + ATHM + XCIT looks like 1 + 1 + 1 +1 = 5 to me.

Brian



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