AT&T Message Board - Msg: 9967003

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Technology Stocks : AT&T

T 25.61

-0.5%

Nov 14 9:30 AM EST

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To: Ron Dior who wrote (2509)	6/4/1999 5:53:00 PM
From: BrooklynDave	Read Replies (3) of 4298

So where does this leave ATHM? This is the question that needs much discussion. From my point of view, ATHM as a company needs to choose a strategy that incorporates both a broadband and non-broadband provider of internet services using the customer base of Excite as a foundation. Perhaps the time for the more than a million ATT-NET customers to become part of Excite@home via purchase or whatever. I believe TJ was aware that such complexities existed and was the reasoning for his focus on content. It was rumored that this content-focus was at odds with Malone and other higher-ups on the @home board. As far as ATHM as a stock, this is a real problem. The market doesn't take too kindly to uncertainty, especially in the internet sector, and uncertainty has arrived at ATHM's doorstep. The risks associated with owning this stock has risen greatly and the Extended Competitive Advantage Period is now in question, resulting in the reduction of the EVA (Extended Value Added). In other words, I expect the share price of ATHM to be of less value to investors until this plays out. THIS IS JUST MY HUMBLE OPINION. Dave

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