To: GraceZ who wrote (11797 ) 6/27/1999 1:24:00 AM From: yihsuen Read Replies (3) | Respond to of 29970
ATHM turbulence before and ahead, for documentary purpose. What we have had so far? - T/TCI fumbled on deployment in San Francisco area Solution: T reaffirmed signup schedule or losing a % of control - Fremont, California performance hiccup Solution: OnAdvantage to cap upstream, and conceiving the idea of offering tiered services targeting different user groups. - Comcast bid on MediaOne, worry of defection to RoadRunner Solution: Read next one - T counter bid on MediaOne, as worry of T monopoly loomed among cable players Solution: T massaged the deal with Comcast, cable happy, Microsoft join the party with extra $5 billion. ATHM hit all time high. - Oregon Ruling. San Francisco, Los Angeles, and Florida casting doubt as FUD swung off 50% ATHM longs. Solution: T appealing and I said don't worry - Internet sector correction Result: More ATHMers decided taking profit and Uncle Sam very happy. - Interest rate hike, bulls are exhausted, Y2K approaching, market may crash. Solution: I have set aside enough dollars bill to buy a belt to hang myself if market crash. If my kid stole that money to buy Poke'mon, I still can find a short cut to reach ground level from my window. if(1) exit(0); And what's coming? - NetZero will come out and announce they have signed over 1,000,000 users and the growth is 5% a day. Investors massively exiting out of dialup ISP stocks. ATHM got dragged along with it to a minor degree. Possible Outcome: Telcos crying foul, and asking some sort of compensation from free access, the free is not actually free anymore. With 70% of the population online now, NetZero is just a stepping stone, as teenagers complaining the download of pictures of Leonardo Di Caprio getting slower and slower everyday. The Mother of the Holy War between DSL and cable broadband officially begin in the United States residential front. ATHM subscription skyrocketing. Survived so far? Here is more... - ATHM and MSOs marriage officially ended... nothing happened... several months later Richard Branson's Virgin Group announcing massive deployment of internet access through electrical wire. Solution: !@#$%^&*?+ and one month later ATHM announced yet another split after its 3rd just six month ago. And, ATHM announcing free access too. Buckle up! guys.