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To: E. Davies who wrote (17016)11/14/1999 5:17:00 PM
From: E. Graphs  Respond to of 29970
 
And then there's the rest of the world.....

biz.yahoo.com

>>...International growth appears to be gaining traction as we speak...

...The market leaders in the United States, not surprisingly, are also the market leaders overseas, Andrikopoulos concludes, ''The primary reason for this is that the Internet is not a local medium. It's a global medium. So for Yahoo or Amazon (Nasdaq: AMZN - news)or eBay (Nasdaq: EBAY - news), they have terrific market share in the domestic Internet market, but they also have terrific market share in the Internet as a whole, and that market share really translates well overseas. If you look at the market share statistics in Europe, you will find that they for the most part mirror those of the United States, with Yahoo being far and away the leader on the Internet. From a media perspective, Lycos (Nasdaq: LCOS - news) and Excite@Home (Nasdaq: ATHM - news) are close followers.''

''AOL (NYSE: AOL - news) hit a speed bump in Europe earlier this year with the advent of the free ISP services in the U.K.,'' Andrikopoulos explains....<<



To: E. Davies who wrote (17016)11/14/1999 5:19:00 PM
From: yellowfintuna  Read Replies (1) | Respond to of 29970
 
Eric, you are correct.

"PERCENTAGE"-wise ATHM will be growing faster then AOL over the next few years.

PERCENTAGE-wise of what?

Overall market share?
market share of exisiting cable?
market share of new cable?

share price growth?
earnings growth of e-commerce?
Over-all capital appreciation?

What?