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Technology Stocks : HIGH SPEED ACCESS {HSAC} -- Ignore unavailable to you. Want to Upgrade?

To: pass pass who wrote (231)	6/23/1999 2:01:00 AM
From: Heddon	Read Replies (2) \| Respond to of 963

Are you sure about that number of subscribers? I thought that HSACs' deal with Charter gave them a very significant increase in that number. Anyway, a deal with Roadrunner or ATHM would change things overnight.

To: pass pass who wrote (231)	6/23/1999 2:04:00 PM
From: Robert Sheldon	Read Replies (1) \| Respond to of 963

But with only 4700 subscribers presently, how much would you like to risk? No kidding. It is the implied penetration of ~10% (number from actual industry results) for areas marketed more than 18 months that is so attractive. If you do the math you can start to see a picture emerge . . . If HSAC were to market to the 11.6MM homes it has agreements to access that would imply ~1.16MM subscribers a year and one half out . . . now for a firm just getting started this number could probably be reduced a bit. HSAC's own estimates call for 1% penetration per quarter. So even at 6% (six quarters in the next 18 months) we still come out to 0.696MM subscribers. By the way, they seem very confident that this number is low. Anyway . . . just dreaming until we have some real numbers to tackle as the next few years roll by. Looking forward to the quarterly report for now.