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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: Uncle Frank who wrote (163)	2/20/1999 2:49:00 AM
From: Stuart C Hall	Read Replies (2) of 54805

Slightly OT - focused on ATHM In my ideal world ATHM would replace AOL. Of course that will never happen. As you know Frank, Gorillas don't just go away. I think Mike hit it on the head that it's not a zero sum game. They both benefit from each other's success. AOL and ATHM will both continue to grow and the Internet will provide enough forest for both of these gorillas. AOL is not shut out from Broadband. However, I think the routes they have initially pursued with xDSL are not the routes that will pay off in the long run. Eventually AOL will have to go with cable and more than likely they will end up using ATHM's pipe to carry AOL content. AOL has already lost one battle with the FCC. I think eventually ATHM and AOL will decide to play nice. AOL because it needs the pipe and ATHM because of the 16M subscribers who they can charge $10/month. When this announcement is made, I agree, AOL stock will spike. Of all the Internet plays and all of the ISP's I see Broadband and AOL standing the test of time. ATHM is your best Broadband play with T as an Ace in hole. Regards, Stuart

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