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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Jay Lowe who wrote (600)12/3/1999 1:32:00 PM
From: JayPC  Read Replies (2) of 1782
 
Such a shift would mean that the @Home subscriber valuation would have to be reviseddramatically upward ... perhaps even beyond AOL's subscriber valuation.

Based on market cap, an ATHM sub is valued higher than an AOL sub...

AOL $10157.23/sub $182.83 bil/18 mil subs
ATHM $20150.00/sub $20.15 bil/1mil subs

IMO, because people see the opportunity the cable pipes (and @HOME) provide for many of the applications suggested here.

Regards
Jay
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