Working All Day, But Trading Behind the Bosses Back Thread Message Board

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Strategies & Market Trends : Working All Day, But Trading Behind the Bosses Back Thread

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To: Mark[ox5] who wrote (608)	2/24/1999 12:25:00 PM
From: Mark[ox5]	of 779

Started smallish long term position in ATHM Cable modems will be in stores by 4Q 1999. EVeryday new markets are being opened... ATHM sees revenue of $400M in 99 .. and that growing to... $2BILLION by 2002. I can handle that... also being hand fed by AT&T and TCI cable won't hurt them either ;) Deep pockets Right now only 300,000 subscribers, but by 2001 it will be available to 60 MILLION homes.... so if they just get 1/6th of that market that puts them at 10M members... I see AOL and ATHM as really the only 2 ISP/content places you want to be.. .Mindspring, Earthlink, etc will have a harder time in the future... or get bought out.... neither will beat AOL at their game, and they won't beat ATHM at their game. I dont understand why Worldcom doesnt buy out the rest of Earthlink and really market it... they could compete with AOL... but maybe they dont want to. Mark

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