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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: bobkansas who wrote (1976)	6/27/1999 2:18:00 PM
From: Tom D	Read Replies (1) \| Respond to of 4337

I did not post the logic. It was not really my intent to go into the why of the sale. I was just looking for advice on the when part. FWIW, as to the why... 1) installation/rampup delays 2) threat from AOL (they'll come up with some way to hurt ATHM) 3) long term threats from satellite and fiber optics (Cable is just a stepping stone to fiber, and will clog up in a few years) 4) members.home.net 5) threat from legislators. It sounds like if ATHM ever gets the monopoly/domination it seeks, the legislators will then force the socialist open access on them. And, my AMZN is up about 25x, my HLTH is up 2.5x, and ATHM up 5x. Thanks, Tom