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Technology Stocks : EARTHLINK (ELNK) -- Ignore unavailable to you. Want to Upgrade?

To: Matt Meagh who wrote (1611)	7/22/1999 6:25:00 PM
From: PeterR1700	Read Replies (1) \| Respond to of 2553

Matt - my guess is that your link is gtw's denial that they're interested in an isp acquisition. My 2 cents. I'm a longterm elnk shareholder. Bought some mspg today. My bet is - over time - isp's are a fundemental tool in tomorrow's communications system. They ain't gonna go away and as long as they continue to grow, so will our share values. FWIW - many years ago I bought aol. Sadly, didn't hang on to it - sold for serious profit but compared today...no comparison. Unless something fundemental changes with elnk, I'm staying pat. Peter

To: Matt Meagh who wrote (1611)	7/22/1999 7:34:00 PM
From: gladman	Read Replies (1) \| Respond to of 2553

Matt, I don't have a position in ELNK, I traded it recently for the earnings pop but currently not a holder. That PR is the biggest crock of $hit i've ever read, I spoke to my GTW friend this morning - he and I went to the Univ of Iowa together and he was born and raised in Sioux City, he has contacts all the way up the food chain and the free ISP offering is and I quote "killing them". Think about it - make $1200 for a PC and then give $360 back after 36 months of free internet access, uhh do the math. Every dollar they spend on the freebie creates a giant ISP sucking sound at HQ. Possbily posturing for negotiating leverage - or just another typical CFO who talks too much when he should be wearing his green eye shades and counting beans :) Dave

To: Matt Meagh who wrote (1611)	7/23/1999 8:22:00 AM
From: GHowe	Read Replies (1) \| Respond to of 2553

EarthLink is worth far more as an independent company than in the arms of a Gateway or other box guy. Forget $87 per share for now (as painful as that may be), this company over the long haul will give us more. Management is driven to grow net new members and gross margins, which I believe will be key to higher prices down the road. Yes, it IS difficult to watch the stock drift almost on a daily basis, however as more investors realize the organic growth and gross margin superiority (yes, gross margin superiority!) versus its nearest competitor MindSpring, that we all will be rewarded. Remember that EarthLink's management could turn profitable by just turning off the marketing spigot, it's just that right now they prefer to grow like gangbusters for a higher valuation down the road. In my opinion this is the right strategy, and this company could find itself as the #2 provider behind AOL sooner rather than later. That is what keeps Mr. Betty & Co. coming to work every day, not selling out to some box guys. Imagine the valuation on this company when they succeed! Keep the faith, EarthLink is an excellent investment at current levels. Besides, wouldn't it be better to partner with the box guys, rather than sell out to them? You'll find that you will make more money over the long haul that way.