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Technology Stocks : Internet Guru Discussion

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To: steve harmon - analyst who wrote (25)2/11/1999 9:15:00 PM
From: Greg Maddux  Read Replies (1) of 4337
 
Steve glad to see you on this thread. Am a new subscriber to your newsletter. Bought CMGI, ETRADE AND MSPG after the first of the year for kids college funds. CMGI has already paid for another year of college. thanks for your picks of 99, great insight.

Question: how does mindspring and earthlink fit into the future isp picture with the cable companies - and faster speeds - now jumping into the action. Plus, can they compete with the big boys - AT&T rated highly by PC World as an ISP. Can they survive? Will ISP's go thru a consolidation/marriage with bigger partners like the portals?

Thanks in advance for your insight?

Greg
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