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To: E. Davies who wrote (14883)	8/24/1999 8:05:00 PM
From: KailuaBoy	Respond to of 29970

E., There has to be news. It don't matter if there is news or not. There has to be news. Spencer E. Ante was given the job out of Ivy League and is an expert news man. Has a press pass in his hat. Smokes Cubans. He's on the inside. Knows someone who is a member. Psssst...buddy. I'm a staff writer at Streeedotcooooommm and I gotta deadline. How's this ATHM thing gonna shake out? Grand Slam? Belly-up? Hurry up. I gotta deadline. Wanna Cuban? Thanks for the skinny. Gotta run. I gotta deadline. Begin Column

To: E. Davies who wrote (14883)	8/24/1999 8:32:00 PM
From: Tom Tallant	Read Replies (3) \| Respond to of 29970

Eric, Sounds like an article written by a guy caught with his shorts down. I'm long both AOL and ATHM and TSCM has been so wrong on both of them that it's pathetic. They find some second rate analysts they can quote then throw one in that is anonymous add a little of their own spin and make fools out of themselves. Their credibilty is so shoddy it's comical. I suspect they are mad because they tried to become a part of the internet and the street basically said take a hike. Sorry for being long winded. It just irritates me that they just don't get it. Tom

To: E. Davies who wrote (14883)	8/24/1999 9:28:00 PM
From: Panita	Respond to of 29970

RE: TheStreet.com Yep just like when they bashed RMBS when it was in the low 50/high 40's (around late April early May) three months later RMBS went over $110 (July) bigcharts.com TheStreet.com is good not perfect. Hype hype is their game that is how they sell their subscriptions.

To: E. Davies who wrote (14883)	8/24/1999 9:28:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

E- <"I gave up on making projections because mine were always higher than the Street, and they never made them," sighs one portfolio manager of an investment firm that recently sold off its entire multimillion-share position in the company. The firm of the manager, who requested anonymity, was one of the top 25 holders of the company and had been an investor in Excite@Home since its IPO. "I'm too nervous about it," adds the manager, who controls $900 million. "It should be moving faster. You would think that in the infancy of this business, they'd be able to beat those numbers."> For this analyst, to make a claim like this proves he is absolutely clueless. And he controls 900 MILLION??? <The firm of the manager, who requested anonymity> because he knows he's a screaming, uninformed and gutless loser. He'll be very depressed when he see's the actualization of the vision's currently under construction and looks longingly at what could have been for 'his' sugar daddy. To compare AOL(any old phone line will due) and ATHM(the new wave, on new technology) current growth rates and then draw their lame conclusions is like quoting a lettuce broker in May, complaining that the apple industry is dead because they have no harvest yet. A time and a season for all things. Putting his comments in print is like giving Barny Fife a bullet for his gun. Thanks for the story. KB- nice interpretation, you should get syndicated!