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Strategies & Market Trends : ahhaha's ahs

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To: KailuaBoy who wrote (35)	9/26/2000 3:30:11 PM
From: ahhaha	Read Replies (1) of 24758

ATHM has big plans. Those plans can't be equity financed because the equity is hard to find, but also the paper must be retained for more bad acquisitions. They barely have enough cash flow to support daily operations. So a debt offering secured by great expectations is presumably needed. Yahoo has opened Pandora's Box of debt so now it is acceptable for other worthy operators to take a little. A little debt, like a little drink, never hurt anyone. What's in a brand name? According to SI hacks it is everything. Either they are wrong or ATHM is crazy. Maybe both. Excite is the ISP. @Home is the upper network. The name "@Home" is being prepared for generic application, so Excite must be separated from it. This may be more than nominal. It would make a lot of sense for Excite and @Home to be separated into two companies. That way the MSOs can retain their independence from the ISP function following the copper ISP model. Bell knows this in the triworks. It's one of the reasons he has to change his function within the company.

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