InfoSpace (INSP): Where GNET went! Message Board

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Technology Stocks : InfoSpace (INSP): Where GNET went!

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To: The O who wrote (8437)	6/25/1999 1:29:00 PM
From: NotNeiderhoffer	Read Replies (2) of 28311

The O, Trick question it is Excite@Home sounds like GNET huh ATHM just presented a conference in Chicago and apparently shared more of their strategy and outlook than they did in NYC last week. ATHM is signing up new customers at a rapid rate. They have added approximately 120,000 this quarter (just over 600,000 now based on what they said at the Bear Stearns conf. last week) and are the exclusive ISP provider for for 22 cable MSO's (operators) who represent 67 million homes "passed" worldwide with the ATT/TCI group providing the largest single number of subscribers. We need to figure out how many homes Charter has "passed"? What is our addressable market versus what ATHM has put together? What about exclusives and length of any exclusives? How about DSL and Satellite threats? Many questions. They talked about all the problems in getting the infrastructure up to speed. Everything from cable modem issues (this is an important issue) to the backbone they are building out. They are lighting up 15,000 miles of fiber in a deal they just struck with ATT in a 20 year joint venture. This network should increase performance/speed by 300% and lower costs, with the ability to handle 8 to 10 million customers before they need to expand capacity again. That is why we need to investigate what HSAC is doing as we will be working with them closely. IMO, we are very similar to ATHM if you include GNET+HSAC. I am just not sure how far along these Charter properties are in getting the cable plant ready for us to market GNET service. GNET is saying the 1Q of 2000. Very curious. If Charter goes public there will be more to sink our teeth into as they get their strategy and story out. ATHM is also offering things that GNET broadband subscribers will demand once they hear of them. One of the most interesting is "Voice Chat" which uses a technology from a co. called "Lipstream" to allow any registered Excite user to speak live with up to 10 other members using a microphone and sound card. Sounds pretty cool. Put me in that with 9 GNET shorts and I will break them in 20 minutes. All this stuff will tie in with handheld devices and other non-PC stuff which is part of their "All Device" strategy. By 2002 they are shooting for $2 billion in revenue from 8 million subscribers. By 2001 set-top boxes will become more common and they will be able to deliver high speed advertisements in response to viewer requests on any TV channel. The distinction between TV and the Internet as we now know it will blur and converge. The company is seeing very little churn, ie. nobody disconnects it after they try it, and people seem to prefer it over what they have tried. I have seen the future and it is WILD! My thanks to my friends at William Blair and CO who are providing excellent recaps of the legendary June conference. Keep in mind that they have quite a lead on us at this point. But each cable property is kind of like a "closed" network and we could not market GNET broadband service to any of those current 22 ATHM MSO's until the exclusives run out. And hopefully vice versa, no ATHM for Charter subscribers. I wonder what kind of deals we will strike with Charter. Time will tell. NotsureifRussisworkingoverthe4thofJulyweekendNeiderhoffer

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