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

To: Goldbug Guru who wrote (298)	6/29/1999 12:34:00 PM
From: Stephen	Read Replies (1) \| Respond to of 963

This one seems to be moving ..... It looks like there may be numerous reasons ... quiet period ending, potential news ... and last ... probably not least ... it was mentioned on Jenne's Market gems board ... as a potential WITC-like play .... just wish I had some of that one !!! Anyone have anything to add TIA Stephen

To: Goldbug Guru who wrote (298)	6/29/1999 12:55:00 PM
From: terracin	Read Replies (3) \| Respond to of 963

nice information, i worry though that ...... hsac's market is too small. anyway the stock seems to have wings today. every time i check to volume at "thomson i-watch, it says this stock is under accumulation. later

To: Goldbug Guru who wrote (298)	6/29/1999 7:36:00 PM
From: John Miz	Read Replies (2) \| Respond to of 963

Can we extrapolate any of the following into HSAC's business? If we can HSAC has a lot, and I do mean a lot of room to grow as well... Excite At Home Backs Subscriber-Growth Views, Says Digital Lines Key By Peter Loftus and Joelle Tessler, Staff Reporters 06/29/1999 Dow Jones Business News (Copyright (c) 1999, Dow Jones & Company, Inc.) NEW YORK -(Dow Jones)- Excite At Home Corp. Chairman and Chief Executive Tom Jermoluk said he is comfortable with analysts' gross subscriber-growth projections for the company's cable Internet-access service. Morgan Stanley Dean Witter analyst Mary Meeker projects Excite At Home's (ATHM) Internet-access business will have one million subscribers by the end of 1999 and between 2.5 million and 3 million subscribers by the end of the year 2000, up from 500,000 a few months ago. While Excite At Home's media business and its subscription revenue will each contribute equally to Excite At Home revenue over the next few years, Jermoluk said the company's gross will be driven more by its media business over the long term. Jermoluk said he believes cable companies and phone companies that offer digital subscriber lines will dominate much of the market for high-speed Internet access. He added that the cable companies are far ahead of telephone companies in upgrading their networks to provide high-speed access. Excite At Home has been actively upgrading its system to expand where its service is available, and the company's job now is to make consumers aware that the At Home service is available to them. Meeker projects that At Home's footprint will pass 20 million homes in 1999, 30 million in 2000, and 40 million in 2001, up from 15 million in 1998 Speaking at a presentation in New York Tuesday, Jermoluk and Excite At Home President George Bell said the company has completed much of the integration of At Home and Excite. At Home, a supplier of high-speed Internet access over cable lines, acquired Web portal Excite Inc. in a deal that closed May 28. Jermoluk stressed that the combination "is not a merger of overlap and layoff." Rather, he said the company has hired several hundred people. Bell said the company's Internet media and content operations will be branded under the Excite name, while the cable-access business will be co-branded by At Home and its cable-company partners. Responding to the question of whether the federal government could force cable companies to open up their networks to a competing Net-service provider, Jermoluk said he believes the federal government won't change its current position. He noted that the Federal Communications Commission signaled that it is unlikely to force such a move when it allowed the transfer of cable licenses to AT&T Corp. (T) from Telecommunications Inc. AT&T's purchase of Telecommunications Inc., which owns a large stake in At Home, gave AT&T control of much of the country's cable networks. Jermoluk added that he would, however, be open to striking a deal with America Online Inc. (AOL) to provide high-speed cable access to AOL's subscribers. Copyright (c) 1999 Dow Jones & Company, Inc.