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Technology Stocks : America On-Line: will it survive ...?

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To: Jorge who wrote (13080)12/24/1998 9:32:00 PM
From: PoorRich  Read Replies (2) of 13594
 
Big day for bandwidth stocks: ATHM,QWST,PSIX
Many of us long on AOL are very concerned about competition from companies with lots of bandwidth. Several of these did very well today: high volume and price gains. See my post on the ATHM thread for more.

Message 6968849
You'll note that AT&T already has a deal with TCI (using ATHM). According to the guest analyst on Rukheyser (sorry about spelling) last week, a deal was also expected between ATT and TWX for Internet access via cable to the home. Moreover, all these players are arguing about bandwidth and access before the FCC. Whoever wins, wins BIG.
PoorRich
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