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To: yihsuen who wrote (13886)8/9/1999 8:12:00 PM
From: E. Davies  Respond to of 29970
 
If I remember correctly, E. Davies would love to see that happen.

I wouldnt say that. I cant decide which business model to believe in, though either one has great potential.

I'd say the bottom line is that if Excite can produce a world class broadband site good enough to stand up against open competition then they should stick it out. If not- erase the mistake of buying the losers and get on with being a "dumb pipe" (and a broadband site host).

@home has a world class "dumb pipe", and you should always lead with your strength.
Eric



To: yihsuen who wrote (13886)8/9/1999 8:49:00 PM
From: Jing Qian  Read Replies (1) | Respond to of 29970
 
Yes, yihsuen, it's not bad if ATHM as a dumb pipe can make me some money too. However, if ATHM be reduced to a network service company instead of a true ISP in the same league as AOL, their potential is simply not as great as that of a true Broadband ISP. ATHM as a dumb pipe will look more like a department of AT&T. At some stage AT&T may buy them out, so we end up holding a lot of AT&t stocks. This is not the best future for this company.


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