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To: fedhead who wrote (61319)6/8/1999 9:57:00 PM
From: Bill Harmond  Read Replies (2) | Respond to of 164684
 
>>Do you think the court ruling allowing ISPs access to cable
infrastructure effectively ends ATHM's monopoly ?

I think it sets the precident, the leak in the AT&T dike protecting @Homes exclusive license. All the cable companies will fight it because they're @Home owners, but I think AOL will win on a market-by market basis, and then eventually get a federal ruling.



To: fedhead who wrote (61319)6/9/1999 12:08:00 PM
From: Olu Emuleomo  Respond to of 164684
 
>>I think BRCM is going to be a big winner. I am not too sure
about TERN as they use a proprietary technology <<

Anindo,

Take a look at the charts of TERN and BRCM.
The mkt has already chosen the winner.

--Olu E.


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