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Strategies & Market Trends : The Thread Formerly Known as No Rest For The Wicked -- Ignore unavailable to you. Want to Upgrade?

To: dpg48 who wrote (70684)	11/8/1999 10:30:00 AM
From: Ivan	Read Replies (1) \| Respond to of 90042

DPG. Most if not all real infrastructure plays in the Paul Allen "wired world" catagory run in the red. ATHM ring a bell. This is a play where you are looking for an undervalued last mile play. Everyone wants that last mile now, but glass to the house is not feasible yet. DSL and Cable Modem's are two popular plays for the home/home office. What about the office complexes? Wireless is an excellent way to both, defeat the CLEC/LEC and have an added value service. ARTT will run red for two years at least as they buildout the network. They key will be growing the subscriber base. ATHM is valued at some multiple of subscribers. Although ARTT will not have the same valuation formula (they do not neccisarily share e-commerce revenue, for example), that is how the analysts will value ARTT. Not on profit. BTW - I use a wireless DSL running at 384Kb with burst up to 1.55Mb at my house. Mention this becuase I have done some research into the industry as I feel ATHM has taken way to long to buildout the network and that there will be upstarts looking to end run ATHM with a last mile strategy - wireless is the obvious answer, it will be all about craming more signal into finer spectrum.