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To: Ted Resnick who wrote (20235)	3/23/2000 5:59:00 AM
From: E. Davies	Respond to of 29970

You do have a point. I remember well seeing ATHM drop when #'s came out showing small to negative user growth. Thanks for pointing out that there was real growth in Excite without Bluemountain. Must be all the new features they are adding actually is helping. I'm still bothered that more and more all ATHM is to people is Excite, but at least Excite is still in there fighting. Eric

To: Ted Resnick who wrote (20235)	3/23/2000 8:39:00 AM
From: Educator	Respond to of 29970

"I think the Media Metrix #'s definitely helped." Hi Ted- Thanks for crunching the numbers. I found the data interesting and positive. At least BlueMountain is good for something. I visited the BM site to see how Excite@Home was attached to it. I noticed in small print "part of the Excite family." That was the extent of it. Isn't the company's name Excite@Home? There appears to be a distancing. You go to the www.home.net site and you see "Excite@Home." When you visit www.excite.com, there is only "Excite." No wonder we have an identity crisis. Can we have another up day? Ed

To: Ted Resnick who wrote (20235)	3/23/2000 9:58:00 PM
From: Rob C.	Respond to of 29970

This should help tomorrow... 23 Mar 18:06 By Mark Boslet PALO ALTO, Calif. (Dow Jones)--Excite@Home Corp. (ATHM) said it expects its broadband customers to total between 2.5 million and 3 million by the end of the year as interest in high-speed Internet connections surges. The Redwood City, Calif., company now has 1.15 million customers and is "comfortable" with growth to this level, said Jeff Huber, vice president of engineering. Excite@Home also is preparing to roll out its @Home TV interactive-television service, with market trials in the third quarter and deployment in the fourth quarter, Huber said. The company announced plans to develop the service in December. The service will make use of the two-way digital set-top boxes, outfitted with cable modems, that vendors are to come out with this year, he said. Excite@Home sees its interactive television as a feature cable companies can package with the digital TV service they offer customers for a fee. The service provides access to news, sports, weather updates, financial information, local traffic data, some online shopping and e-mail. A more personalized version of the service that allows Internet surfing and the integration of other features from the Excite Web portal will come with a cost about $12.95, the company said. The interactive television will only work on cable systems that have been upgraded to permit two-way communications. Excite@Home said its partnerships with cable companies allows its marketing "footprint" for broadband services to pass 72 million homes. One-third of the system is upgraded for two-way communications - meaning that 24 million homes could subscribe to interactive television, Huber said. That market is increasing by about 1 million homes a month as improvements to the cable infrastructure continue, he said. In 18 to 24 months, two-thirds of the infrastructure should permit two-way signals, Huber said. Excite@Home shares closed up 1 15/16, or 6.3%, to 32 11/16 on composite trading of 9.96 million. Average daily volume is 6.68 million shares. -Mark Boslet, Dow Jones Newswires; 650-496-1366 (END) DOW JONES NEWS 03-23-00 06:06 PM

To: Ted Resnick who wrote (20235)	4/24/2000 8:51:00 AM
From: Ted Resnick	Respond to of 29970

Media Metrix March numbers for Web Properties See biz.yahoo.com My take - E@H stays at #5, but couldn't sustain their growth, especially compared to other top10 traffic sites. This was to be expected given that a part of their rise last month was due to Valentine's Day traffic on BlueMountainarts.com. Have not had time to work out the Jan to March increase percentages yet... Also, I didn't see the breakdowns on individual sites. Maybe they will be released later today.

To: Ted Resnick who wrote (20235)	5/22/2000 8:58:00 PM
From: Ted Resnick	Respond to of 29970

FWIW, Media Metrix numbers Since my last observation from February, not much has changed for the top 7 placements. E@H has done OK given that February had extra Valentine's Day traffic to BlueMountain. They should pick up a bunch more visitors for Mother's Day in May... It's kind of interesting to watch the dogfights going on in the rest of the top 50. For example, About.com made it to #8 and is gaining on NBCi. Also with the Lycos merger moving forward, then the combined web properties will likely put more distance between themselves and E@H. Cheers, Ted ============================================================ Rank Network Apr_Unique_Visitors Feb_Unique_Visitors 1 AOL Network(a) 58,592 57,601 2 Yahoo Sites(a) 48,592 45,488 3 Microsoft Sites(a) 47,159 44,007 4 Lycos(a) 32,244 31,572 5 Excite@Home(a) 30,117 30,191 6 Go Network(a) 22,347 21,297 7 NBC Internet(a) 16,267 16,464 See biz.yahoo.com for more rankings.