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Technology Stocks : MindSpring Enterprises (MSPG) Another ISP.

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To: Bryan Miott who wrote ()	1/26/1999 7:35:00 PM
From: Mr Bones	Read Replies (2) of 1434

Wow, there were waaay too many good posts today to try to respond to them one by one. Greg M. said: > How will MSPG compete if and when the FCC rules > to let T keeps it's cable network to itself and > RBOCs free of regulation with independent data > subsidiaries (RBOC controlled ISPs)? I don't know, I sure hope CB does. WBKlein said: > Cable modems run symmetrically, or the same speeds > upstream and downstream over two way HFC. > Remember, however that a large percentage of the > physical plant of the CATV companies is only one way. Thanks very much. I was aware of this second point. Does anyone know what kind of service ATHM is rolling out? For some reason I was under the impression that it was all over two-way cable. For that matter, does anyone know what MSPG's KNOLOGY offering is? Again, I thought it was two-way cable. Tony B said: > Cable modems are cheap - $40/mo for the whole > package in some areas. Does this include installation & modem purchase or rental? I realize that these costs are often waived... You make some other very good points BTW. Here's some links to GTE and BellSouth's ADSL pages, including cost info. Be forewarned, the GTE pages generated mondo JavaScript errors for me. GTE's pricing is graduated starting at the top with platinum which costs an arm & a leg and going down to the "cast iron" plan which still costs too much. FAQ: gte.com Pricing (ouch!): gte.com Bell South: bellsouth.net This page should have links to SBC's DSL pricing mindspring.com Tony B said: > Personally, I don't really think that many people > need the high-speed access that cable/phone > companies will be pushing down their throat. Don't discount the "always on" connection that DSL & cable both offer. I think this is a significant benefit as the speed. I am LAN-connected to a T-something here at work and as a result I hate to use my 33.6 modem at home. The fat pipe here makes a huge difference as does the always on connection. I believe that the always on connection will fundamentally change the way people use the Net. It will become much more important in their lives. Tony B said: > I enjoy talking high-speed access I enjoy listening even if I don't understand all of it. Thanks for being polite and offering to take it offline, but I prefer to eavesdrop on you if I can! Jinx3D asked for my thoughts on earnings: I think they will meet or beat the number just because that's what MSPG does. In the past they have been careful to offer guidance to analysts that prevents big surprises, at least bad ones anyway. Personally I don't try to guess the # beforehand, I just see what it is and listen to the CC. Nice to see all the activity here. Peace, Mr Bones

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