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To: ld5030 who wrote (18733)	1/13/2000 1:10:00 AM
From: ahhaha	Respond to of 29970

non sequitur? The Excide purchase squandered the lead but that has nothing to do with the acquisition of subs. It has to do with money misallocated, time lost, and internal organization disruption, such that meaningful initiatives couldn't be mounted. The initiatives don't need to pursue or preserve domestic subs at this time. They need to add value to the subs which are being added daily. Instead, the company chases free dial-up! Jermo's master plan of merging content with broadband may not prove to be sound, Speaking of non sequiturs, if adding Excide is non sequitur, then what is merging content? What do you think the Excide purchase was attempting to do but enhance content? "Merge content with broadband" is non sequitur. They are categorically different. One is substance, the other is form. but it did not hamper subscriber growth, Yeah, but you missed the point just like Jermo and clowns. The point is the face and how it adds value to the user who is a sub. That is what Excide can do for ATHM, not what clowns would have them do which is add useless, superfluous, idiot bait.

To: ld5030 who wrote (18733)	1/13/2000 1:39:00 AM
From: Tera Bit	Respond to of 29970

You are on the money friend. AOL/TWX seems to validate ATHM's strategy. Jermo & Bell still have time but they need to pick up the pace. Why are we still waiting on the new portal interface? Why are we still waiting on interactive TV? Why haven't they negotiated w/MSOs to lift the streaming restriction? Why are they trying to be AOL/YHOO instead of leveraging their assets? Why no IP telephony? Management needs the freedom to build what is possible. T/MSO's bear a lot of responsibility for what has happened. I want closer ties to MSN/MSNBC/GE. Their content is the best on the net.

To: ld5030 who wrote (18733)	1/13/2000 2:00:00 AM
From: E. Davies	Read Replies (1) \| Respond to of 29970

AOL's acquisition validates that cable is 'it' for internet access And the market has annointed AOL as the cable king. Reality is irrelevant, and eventually the market makes the reality it expects through the stock price. The market gave the power to AOL to buy something real and is taking the power away from ATHM to grow its business and keep its employees. The logic goes like this: a) AOL is king of the internet b) AOL now does cable conclusion? c) AOL is king of cable We can point to the massive growth in ATHM and the fact that RR cannot grow any faster and it wont matter. You tell people ATHM has 1 million broadband subscribers and thier answer is that AOL has 20 million. You may think I'm kidding but I've really had these conversations. Reality is irrelevant. Its all in the image- and AOL has won the battle of the image. ATHM will have maybe 2 1/2 million customers in a year. So what? AOL will have 25 million by then. Right now AOL gains more customers in a month than ATHM has in its entire lifetime. Of course I know this is all absurd logic. It doesn't matter. Absurdity is "in". I don't know what it is going to take to make this market see sense. Something big, something visionary. From TJ & Bell? Without something big we may need to wait until the exclusivity agreements are over and ATHM is still a massive success before the market gives them any respect. Eric