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Technology Stocks : @HOME IPO

ATHM 24.34

-3.4%

Nov 7 9:30 AM EST

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To: Paul Weiss who wrote (62)	5/20/1997 3:14:00 PM
From: IKM	of 383

Questions to anyone who can answer authoritatively: What are the assets that will go into ATHM? The cable companies are retaining ownership of their respective systems, surely, so what exactly will ATHM own? Are they going to be a fancy ISP, buying capacity from the partner CATV companies instead of the LEC/IXC and marketing it under a common brand name? A content provider? What exactly do they propose to provide in the value chain? Will they provide the cable modems and the CATV companies the network infrastructure and split the revenue, and what will the split be like? Who does the installation? Is this a way to suck capital from the IPO to help the CATV providers with financing they otherwise can't fit on their balance sheets? Will transactions between ATHM and its partners be truly at arm's length or will one side get screwed? Anybody know who the officers are of ATHM? Answers anyone?

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