Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : LastShadow's Position Trading -- Ignore unavailable to you. Want to Upgrade?

To: Jeff Jordan who wrote (19160)	8/9/1999 11:44:00 PM
From: AlienTech	Read Replies (1) \| Respond to of 43080

>>ATHM....well you know my views...well enough, I think I've been very clear...yeah, the chart appears to be a little crappy...but I don't think it's as bad as it looks...<< I think you are blabbering here. If things are as bad as they look then they are bad for everyone. I think you are totally missing the point that ATHM is going to hold on IF the rest of the market sells off. If we really do see SPX breaking down here I would look to pick up ATHM under 30! Even at a 50% off sale price, ATHM is still the most over valued ISP. No matter what the future.

To: Jeff Jordan who wrote (19160)	8/10/1999 12:27:00 AM
From: Jack T. Pearson	Read Replies (2) \| Respond to of 43080

In my view, the best thing ATHM had/has going for it is an exclusive deal with TCI/ATT. ATT has stated that they will be considering lots of options when that exclusive deal expires. When ATHM made the original deal with TCI, cable connection to the internet wasn't of much interest to any content provider because it didn't offer an immediate obscene return on investment like other opportunities did. Also, at that time there was not a great deal of broadband content on the internet. There must be 10 time as much content today. I wonder when ATHM will loose its exclusive franchise with ATT?