ahhaha's ahs Message Board

STOCKTALK

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.

Strategies & Market Trends : ahhaha's ahs

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: ahhaha who wrote (391)	10/24/2000 12:31:08 PM
From: ahhaha	Read Replies (2) of 24758

I've thought a little about the gradual break up of Att. At the very least ATHM should use this apparent weakening of Att to relegate them to stockholder status only. There isn't anything to do, but to recognize that the bogey isn't there. Once this attitude change is in place, the company should move to separate Excite and @Home. This is functionally where things are at now. Another possibility is Att@Home. In this case Att Broadband merges with ATHM with an exchange of stock and spins Excite. Excite becomes another ISP in an OA environment. Excite can hold its own. From an entertainment perspective it has now and will likely in the future have enough partners signed to be able to present as well as anyone else and very likely, better. Att@Home becomes the premier distribution company from cloud to user over HFC rickety. The biggest challenge for this entity is to address the encroach of FTTH by preparing their own version of it. Another challenge is the usual upstream improvements to make the system robust enough to accommodate business users. Nothing new in any of the above.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next