This Portland news is equivalent to a partnership in progress
between T/ISP.
This makes Bell/TL's 'uniqueness in broadband delivery', 'pioneer in broadband as AOL in dial-up' in their 5/27/99 merge speech meaningless.
Further more, once ISP starts offer cable access, they'll get much faster growth rate of member signing-up than ATHM because
they know how to market their local audience.
As I see it, the only advantage that ATHM once held is now
not there anymore perception wise, the mo is not there anymore.
ATHM after split will trade like PRGY, just another ISP until
big news appears on the horizon, such as ATHM merges with some
second tier dial-up ISP...to become a full gear ISP, such as T
spins its networld isp to ATHM (I doubt it now because T is shrewd
and they know the plan is changed)
I remembered a week ago on this board I was concerned about what advantage ATHM would get if T/AOL engages in a partnership in the future, that concern seems more realistic today.
Please read WWW.STREETADVISOR.COM, Mr. Kevin Prigel's analyses regarding ATHM/XCIT dated 6/1/99, I read on 6/2/99 and sold all
ATHM on 6/2/99 at the opening. Luck? Maybe, this is one time
in my life that I followed someone's 'virtue advice' from the web
and benefit big time, hope you all have the same luck as I did this
time around, next time around? Who knows? |
