SI
SI
discoversearch

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 : Broadband Communications Technologies
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: HeyRainier who wrote (20)5/13/1998 12:48:00 AM
From: ftth  Read Replies (2) of 36
 
[ATHM]Bargaining Power over Suppliers..........SUMMARY
Summary: Bargaining power over suppliers for the @HOME residential service would rate as favorable overall. The constraints imposed by the MSO's, although somewhat limiting, are mostly "paper" constraints that aren't likely to have serious impacts in my opinion. On the positive side, what @HOME gets for living within these constraints is a virtually guaranteed eventual market (until June 2004 anyway). It will always be a fraction of the total available market, but it is still a large playing field. International expansion will only add to their available market, and possibly under more favorable terms (as in the case of the Canadian MSO's).

dh

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News