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To: Slumdog who wrote (101766)4/20/2000 10:51:00 AM
From: Glenn D. Rudolph  Respond to of 164684
 
I just can't swallow the talk about "break up asset value"
This could be my demise but they are talking about a broadband internet service provider!
Whats next? Chapter 11?


Being the deveil's advocate, there are a lot of broadband internet providers.



To: Slumdog who wrote (101766)4/20/2000 11:04:00 AM
From: Bob Kim  Respond to of 164684
 
Whats next? Chapter 11?

I doubt it. But the last time ML was really positive on ATHM was a year ago when they started coverage in the $90s.

The estimate reductions are due to increased investment in broadband and international. ML also questioned the frequently shifting strategy of the company over the past year. That's funny, because ML helped put Excite and @Home together.