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Technology Stocks : Frank Coluccio Technology Forum - ASAP -- Ignore unavailable to you. Want to Upgrade?

To: Jay Lowe who wrote (600)	12/2/1999 2:38:00 PM
From: Jay Lowe	Respond to of 1782

Re: WAN apps + broadband providers Frank, could you take a swing at this based on your long exposure to the @Home technology? What are @Home's technical options for offering scalable QoS on the server side, i.e., to content providers such as web-desktoppers who might want to push their service outward toward the user edge? Message 12169248

To: Jay Lowe who wrote (600)	12/3/1999 12:20:00 PM
From: Reginald Middleton	Read Replies (1) \| Respond to of 1782

I think we need to bring you into our business development team:-)

To: Jay Lowe who wrote (600)	12/3/1999 1:32:00 PM
From: JayPC	Read Replies (2) \| Respond to of 1782

Such a shift would mean that the @Home subscriber valuation would have to be reviseddramatically upward ... perhaps even beyond AOL's subscriber valuation. Based on market cap, an ATHM sub is valued higher than an AOL sub... AOL $10157.23/sub $182.83 bil/18 mil subs ATHM $20150.00/sub $20.15 bil/1mil subs IMO, because people see the opportunity the cable pipes (and @HOME) provide for many of the applications suggested here. Regards Jay