Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (404)	3/14/1998 1:53:00 AM
From: F. Lynn	Read Replies (1) of 4634

Bill Have been enjoying this thread a great deal, and concur with your opinions on ZITL, ZONA and BTIM. I am curious why you lump @HOME with these frauds. While @HOME is very over valued, it differs from the former stocks in: 1-having the backing of the best VC firm in the valley 2-having serious partnerships(unlike ZONA) with large well capitalized companies 3-having real products This is not to say it is not a good short(it may be-I have no opinion either way) but rather to observe that it has fundamentals, unlike the others. Eventually, we will have broadband into every home--will it be fiber, coax or what I dont know. but there will probably be some of each--you can count on the justice department to ensure there will be no one winner in this bandwidth market--so I think @home is almost guaranteed some market share, since any domination by the RBOCs will be unfavorably looked upon by Justice. They will have customers--how many I dont know, but certainly more than ZITL ZONA & TRBO put together.

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