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.

Technology Stocks : Amazon.com, Inc. (AMZN) -- Ignore unavailable to you. Want to Upgrade?

To: Glenn D. Rudolph who wrote (79241)	9/30/1999 11:27:00 PM
From: Lizzie Tudor	Read Replies (3) \| Respond to of 164684

I want to make sure you saw these comments from the yahoo link: Several Wall Street analysts said Thursday they were convinced it was only a matter of time before a deal on high-speed Internet access would be worked out between AT&T, ExciteAtHome and AOL. In a note to clients before AT&T and ExciteAtHome's comments were released, analyst Scott Ehrens of brokerage Bear Stearns & Co. wrote that ``the probability of the two parties having future talks is high,' referring to AT&T and AOL. I have read every article on the subject now, and my gut feel is that Cox is vetoing AT&Ts proposals to move away from content for @home and provide service to AOL. Cox wants to create a broadband network but that is really up in the air with all these monopoly lawsuits. So it sounds like no deal until they twist Cox's arm, but I believe that has to happen eventually because every month yhoo and aol move ahead of the also-ran portals, a new network now is too ambitious given the infrastructure challenges. Thats my sense anyway.