Bill Wexler's Profits of DOOM Message Board

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Strategies & Market Trends : Bill Wexler's Profits of DOOM

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To: Bill Wexler who wrote (4546)	2/28/1999 6:37:00 PM
From: Phil(bullrider)	of 4634

Bill, Although I follow your belief that ATHM is overvalued, I believe it may be one of few "internuts" that ever achieves enough profitability to justify the stock price. Reasons. 1. I believe cable modem access to the Internet is the wave of the near future. I am personally waiting for access to ATHM and as soon as it is available, I will be a subscriber. Why? Speed, and I hate several of the current ISP's, for various reasons. 2. I believe Cable access to still be in it's infancy. Once it is widely available, I believe it will overtake telephone based ISP's fairly quickly. 3. Will wireless Internet access ever surpass lightwire? I don't know. But unless technology figures a way to transmit signals thru trees, I don't think so. I own stock in LOR, so I am not betting against it. 4. I believe ATHM has a greater barrier to competition than some of the other "high flying internuts". I am currently considering placing some of my recent profits in other areas in an "internut", simply so I don't watch the whole train go by. I plan on it being a very small percentage of my total portfolio. Your current thoughts? Have fun, Phil P.S. I am currently long CPU, and IFMX, and short ZONA.

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