ATHM is going go from 300k subs to 1 mil this year it took AOL YEARS to get to 1 Mil, ATHM has a lock on broadband, ATHM has billions from T, ATHM might get to get worldcom subs, anytime would be a good price. T is no going to buy AOL... Negatives, AOL, cable is a shared medium more people slower it goes, largely unproven too, and lots of capital being spent now, for payoff in the future, FCC might force open the cable down the road, Yahoo is joining forces with AOL to have the FCC open it, individual states and citys have to sign off on it too. DSL is not threat in my mind.. Satelite maybe VERY PIE IN THE SKY <ggg> couldn't help myself.. The price has gone far already since I bought in the 60s 70s 80s...Market is still a ??? as always. Very speculative investment, use play money only... I have no time to spell check this post sorry...
Greg |
