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To: MIKE REDDERT who wrote (20051)	3/9/2000 4:19:00 PM
From: ALTERN8	Read Replies (1) \| Respond to of 29970

you are absolutely correct.

To: MIKE REDDERT who wrote (20051)	3/9/2000 9:10:00 PM
From: Maverick	Respond to of 29970

T may sell Excite to AOL for it doesn't want to own content biz.yahoo.com Excite At Home (NasdaqNM:ATHM - news) has been hit hard by sentiment shifts and changes in the market. At Home was riding high on the anticipated growth of the cable modem industry and pulled off a coup with its $6.7 billion stock deal to take over the No. 2 search engine Excite just over a year ago. But now the combined value of the two companies is 50 percent less than before the merger -- even though Internet stocks as a whole have gone up 300 percent. Excite At Home has been adrift since its biggest investor, AT&T Corp. (NYSE:T - news), shifted its strategy away from owning Internet content. Lately it has been talking with AOL, fueling expectations of a comprehensive relationship between the two and helping push the shunned Excite At Home down near its year's low. The stock closed at 30-3/8, down 3/8, and far below its 52-week peak of 99.

To: MIKE REDDERT who wrote (20051)	3/9/2000 10:12:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

Hi Mike, This is real BS... Jefferies wants to cover their short positions... look at the turnaround this afternoon. Just curious, wouldn't the SEC have some kind of rules and regulations to prevent this kind of market manipulation? Granted, a house could try to prove their point and make a case for their price prediction but with trade evidence showing their short positions, wouldn't they be guilty of internal collusion to cover their positions at the expense of all but themselves? If not then the market is indeed a dishonest casino and we as a nation are in even worse shape then I had imagined.

To: MIKE REDDERT who wrote (20051)	3/10/2000 1:14:00 AM
From: gpowell	Read Replies (2) \| Respond to of 29970

On Mar 1, I posted that I had lowered my expectations based upon statements made by T. Jermoluk . Although I did not state it publicly, I lowered my estimates by 40%. Message 13018877 Prior to making my estimates, I called investor relations to confirm TJ's comments, and to understand how ATHM arrived at estimating their own future operating margins. The results of my re-estimation were posted here: Message 13027795 Jefferies, 6 days later, lowered their estimates by 31%; perhaps they did a more thorough review than I. In any case, I see no BS here. As an aside. It may be time for ATHM longs to decide what kind of personal act of sacrifice it will take to get ATHM's stock to rise. I've already seen a few on the thread, for instance Wingman's outburst of negatively, apparently this wasn't believable. All longs should study the problem for the next few weeks. So that we may better understand the problem facing us, here are several links to sites that may offer helpful information: channel1.com altnews.com.au