SI
SI
discoversearch

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 : High Speed Access Corp (HSAC)
HSAC 13.88-5.4%Dec 18 4:00 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: SteelerStu who wrote (104)6/8/1999 10:51:00 AM
From: Robert Sheldon  Read Replies (1) of 130
 
For those of you who care . . . (I'm sorry that this is not a post of where I got into the stock or sold out of it).

To: George Gilder (1600 )
From: Robert Sheldon Monday, Jun 7 1999 3:12PM ET

High Speed Access (HSAC), a Paul Allen company, came public on Friday . . .

I am interested in your thoughts on HSAC versus AtHome. I have often wondered if AtHome is actually a violator of your paradigm, in that it serves a dual role in providing cable modem service and content.

As seen in the quote below by the HSAC President, they primarily focus on connectivity.

"The people that started off as our competitors have turned into potential partners, such as RoadRunner," Pitcock said. "As part of our development model, we are not competing with AtHome or RoadRunner exactly since they are both content-oriented and we are a connectivity company and partner with the content companies."

Does this mean HSAC fits a bit more nicely into your paradigm?

Thanks in advance for your thoughts.


To: Robert Sheldon (1642 )
From: George Gilder Monday, Jun 7 1999 9:40PM ET

Yes, as you describe it, they are a paradigm company, and @home is succumbing to eventually deadly content/conduit androgyny.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News