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To: denni who wrote (22972)6/5/2000 9:28:00 PM
From: Educator  Read Replies (1) | Respond to of 29970
 
For a June 5th article, there certainly wasn't anything new. If ATHM has so many problems and is near valueless, why do the cable companies want them around? It seems T has already cast its vote for ATHM, and other cable companies (Cox and Comcast) aren't so sure that the $48 per share is as great a deal as it would appear. Time will tell. As time marches on, so do the sub numbers both nationally and internationally. We'll see what the Street thinks ATHM is worth when it hits 10 million subs in the U.S. alone.

Ed



To: denni who wrote (22972)6/5/2000 10:08:00 PM
From: gpowell  Respond to of 29970
 
This may be the writer's homepage:

maths.tcd.ie

i am currently pursuing a career as an alcoholic and chain-smoker.its quite a lot of fun,really.birds are cool aswell,now that i think of it.bye

Yes, we could guess this from reading your article.



To: denni who wrote (22972)6/5/2000 10:22:00 PM
From: gpowell  Read Replies (1) | Respond to of 29970
 
Seems like lyons has a reputation.

What do you do when one of the world's most powerful business publications, out of the blue and counter to your reams of evidence, decides to tell its readers that you're headed for an early grave? First, you get mad and threaten to pull ads. That does little except incense the editors. Next comes crisis management mode, in full effect.

marketingcomputers.com

Still, given a broader view of the facts, it would appear that the Lyons article may have transcended the concept of "gutsy" and contained an interpretation of the email market that, at best, was original and, at worst, imaginative.

...

Ironically, Simmons says in 10 years at Lotus, this was the first time he refused a reporter at a national business magazine time with the CEO. Given the ability to do it again, would he have fed Papows to Lyons? Hardly. Simmons says he provided Forbes with a number of sources who had converted from xmailto Notes, but Lyons didn't call them, and seemed uninterested in talking to anyone but Papows. "If Jeff had been interviewed, it would have appeared that the reporter did a professional job on the story and did his homework-when nothing could be further from the truth," Simmons says. Lyons "spoke for 45 minutes to one of our brightest people and used 10 words to make him look uninterested."



To: denni who wrote (22972)6/5/2000 11:05:00 PM
From: GraceZ  Respond to of 29970
 
Oh, where to begin with this idiot.

The cable partners that were to be @Home's key outlet now are walking away, alienated by AT&T, which took control of Excite@Home after gaining a stake when it bought the cable systems of Tele-Communications Inc.

Now which cable partners are walking away? Is it Roberts from Comcast who said he'd turn it around and buy ATHM from T at the $48 a share that T offered them as an out? Did anyone here get a press release saying any of these partners are walking away?

Excite was losing ground to stronger portals like America Online, Yahoo and Lycos.

Since when is AOL a portal?

@Home needed better content in order to lure subscribers

It's the speed of the connection and the speed of the roll out that gets subscribers.....when are these guys gonna get it?

That's when the trouble started.

But wait how could trouble have started after T bought TCI when he already stated that ATHM and Excite decided to merge out of desperation two months before? Doesn't desperation imply trouble?

Biggest problem for AT&T was the deal TCI had signed making @Home its exclusive access provider for Web service

Huh!? ATHM was one of the goodies they got, not the rickety TCI cable infastructure. Yes, On second thought, I guess he has a point there....what a problem it is that they had an exclusive arrangement with a company that they owned a third of!!!! That also just happened to have exclusive arrangements with the other two largest cable companies....duh.

The scent of government regulation put a scare into the cable companies, which also saw extra financial upside in dealing with AOL

Do you walk to school or carry your lunch? Does anyone see a connection between the first part of that sentence and the second? Have they no editors?

"The cable companies not only realized that the closed-access system was no longer feasible, but they also woke up and realized, 'Hey, if we could get AOL and all these other companies running on our systems, we could make a lot more money,' "says Cynthia Brumfield, president of Broadband Intelligence, a market research firm in Bethesda, Md.



OK, just in case this open access makes them a ton of money I'd better throw this in.....so what is it Lyons, a massive case of heartburn or we could make a lot more money?