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Strategies & Market Trends : The New Economy and its Winners

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To: Glenn D. Rudolph who wrote (7255)5/29/2001 12:50:06 AM
From: Bill Harmond  Read Replies (3) of 57684
 
Cable companies were originally valued based on "homes passed", not subscribers. Thie market cannot ignore a franchise for long, especially since the MS Internet Index has broken its September-April downtrend.

...just in time for Barron's featuring Mary Meeker on its cover this week.

Anyone who has a copy of her 1995 "The Internet Report" should read it again.
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