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Technology Stocks : athm - at home corporation
ATHM 24.25+1.6%Dec 12 9:30 AM EST

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To: Caroline who wrote (49)7/13/1997 6:53:00 PM
From: Gary105   of 94
 
Caroline: My 4 year estimate was based on an article post by Ibexx in
which analysts say 7 million subscribers to cable internet (includes competition too) in 4 years. Given all the hoopla with ipos (ie talk of athome's partners running by 40 million homes) i'd like to try to provide a rational perspective. So maybe athome gets half this amount - if they market effectively and build an infrastructure that works.

They are in several areas (see excerpt from home page below) - it seems like more than it really is (e.g all the Ct towns are in the greater Hartford area) - but given this penetration I'm surprised that they only have about 7000 subscribers - if anyone can provide additional info on this please do.

Gary

Excerpt follows:

Comcast Customers
California
See also...
Comcast
Orange County
Buena Park, Cypress, Fullerton, La Mirada,
Placentia, Yorba Linda
Florida
See also...
Comcast
Sarasota
Bradenton, Longboat Key, Osprey, Sarasota,
Venice
Maryland
See also...
Comcast
Baltimore
Baltimore, Boring, Brooklandville, Cockeysville
Hunt Valley, Ellicott City, Garrison, Glen Arm,
Glyndon, Hanover, Laurel, Lutherville Timonium,
Owings Mills, Randallstown, Reisterstown,
Riderwood, Stevenson
Michigan
See also...
Comcast
Detroit
Clinton, Clinton Township, Detroit, Fraser,
Grosse Pointe, Harper Woords, Mount
Clemens, Shelby, Utica, Warren
New Jersey
See also...
Comcast
Garden State
Allenhurst, Avenel,, Carteret, Clark, Colonia,
Fords, Iselin, Keasbey, Livingston, Maplewood,
Perth Amboy, Sewaren, Somerville, South
River, Westfield, Woodbridge
Pennsylvania
See also...
Comcast
Philadelphia
Abington, Ardmore, Bala Cynwyd, Bryn Mawr,
Cheltenham, Gladwyne, Glanside, Haverford,
Merion Station, Narberth, Philadelphia,
Villanova, Wyncote, Wynnewood

Cox Customers
Arizona
See also...
Cox Phoenix
Paradise Valley, Phoenix, Scottsdale
California
Orange County Area

Aliso Viejo, Coto De Caza, Dove Canyon, El
Toro, Laguna Hills, Laguna Niguel, Lake Forest,
Mission Viejo, Modeska Canyon, Portola Hills,
Rancho Santa Margarita, Silverado, Silverado
Canyon, Trabuco Canyon

Coming Soon! Capistrano Beach, Dana Point,
Laguna Beach, San Juan Capistrano, San
Clemente, Irvine

San Diego Area

Bonita, Chula Vista, Downtown San Diego, East
Lake, Hillcrest, Imperial Beach, Mission Hills,
National City, North Park, Ocean Beach, Old
Town, Palm City, Point Loma, San Ysidro

Coming Soon! Poway, Escondido
Connecticut
Coming Soon! Meriden
Nebraska
Coming Soon! Omaha

Intermedia Customers
Tennessee
Coming Soon! Brentwood, Nashville

Marcus Customers
Texas
Marcus Cable will be announcing availability
later this year. Check back here often for the
latest information.

Rogers & Shaw Customers
Canada
Wave@Home information will be available later
this year.Rogers and Shaw customers may visit
the Wave site for more information, or read the
press release.

TCI Customers
California
Fremont
Connecticut
Bloomfield, East Hartford, Poquonock,
Simsbury, Tariffville, W Hartford, West
Simsbury, Windsor

Coming Soon! Avon, Burlington, Canton,
Canton Center, Collinsville, North Canton,
Unionville, Weatogue
Illinois
Arlington Heights
Washington
Seattle
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