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To: Sleeper who wrote (15981)10/6/1999 11:23:00 PM
From: CGarcia  Read Replies (1) | Respond to of 29970
 
Sleeper, let me ask you this...if tomorrow news is released that says "AOL/ATHM deal off, there will be no more bargaining between the 2 companies"...do you think ATHM stock would suddenly hop to $50 or slowly start its plunge back to $35? Isn't obvious by the fact both stocks are currently flying that this is what the street wants? Maybe not what some individual stockholders may want, but if the MMs want it, don't you think it's best to play their game?



To: Sleeper who wrote (15981)10/6/1999 11:48:00 PM
From: E. Davies  Respond to of 29970
 
Any of you former Netscape folks care to comment?
There is a *drastic* difference between ATHM and NSCP.

Netscape was already well on its way to being a has-been. It had lost the browser war and was pinning its hopes on a "me too" business portal. Why AOL bothered with NSCP at all is beyond me. I'm sure many NSCP shareholders were happy to take the takeover premium and get out.

ATHM is just beginning. Yes, it might fail- but so far it has not even begun the battle.

I think AOL buying a share of ATHM from the major MSO's is the most workable solution. I've been saying this in some form or another for at least a year. ATHM stays independant and gains a very powerful ally.

If AOL could come up with some *cash* things would really rock...
Eric