athm - at home corporation 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.

Technology Stocks : athm - at home corporation

ATHM 24.25

+1.6%

Dec 12 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Eleleth who wrote (70)	7/15/1997 7:42:00 AM
From: Gary105	of 94

They must do an average of 10,000 subscribers/wk over the next year to justify current valuations. Given my earlier prediction of possible triple over 4 years (see below) they must do: 0.5 million subscribers - 1 st year 1 million total subscribers - 2nd year 2 million - 3rd year 3 - 4 million tot subscribers - 4th year. techstocks.com Potential flaw -their association with netscape instead of microsoft. Why? Because despite the bandwidth benefit, most internet consumers are price sensitive. My guess is 1 - 2 million consumers will jump at this opportunity (techies, yuppies, wealthies). Beyond that many will need initial price subsidy to convince them. Cable companies are strapped for cash. Microsoft is white knight, which benefits from content as bandwitdh improves. Msft is also very cash rich. If msft forms alliance with competition (say Time Warner), then athm is history. The keys - watch rate of subsciptions and watch msft. Gary

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next