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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: ahhaha who wrote (391)	10/23/2000 4:28:06 PM
From: ayahuasca	Read Replies (1) \| Respond to of 24758

Ah, I am still lurking around SI and the ATHM boards, though far less frequently than before (interestingly massive losses in the stock market have actually ended up making me a much happier person, but that's for another day). Still, I have a position in this wonderful company and try to keep up with the daily sorrows of the ATHM investors. Considering your continuing interest,if I may ask, what is your stake in ATHM? Do you own any stock at this point ( I suspect not)? And finally, what is it about ATHM that makes you as interested as you seem to be? Despite all I have gleaned from your posts in the last year or so, I can't figure out exactly where you stand in this quagmire. Don't mean to impose, just wondering.

To: ahhaha who wrote (391)	10/23/2000 9:53:02 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 24758

If ATHM were a well run company, it would have rocketed today with the news of xDSL fizzle. SBC could only manage 100K subscribers in a quarter? From such a low base? COVD in the shitcan? Instead, ATHM goes down in sympathy. Another death to report today: The fiction that T's ownership meant "better" focus. MA is the poster child for the ADD/HD society. He still can't figure out what to do with T, much less help ATHM. What a mess. I was pissed that I got churned in this stock in the 15-21 range, but I am happy that I'm out. Everything you have said so far has come true. Yankees in 4? DocStone

To: ahhaha who wrote (391)	10/24/2000 12:31:08 PM
From: ahhaha	Read Replies (2) \| Respond to of 24758

I've thought a little about the gradual break up of Att. At the very least ATHM should use this apparent weakening of Att to relegate them to stockholder status only. There isn't anything to do, but to recognize that the bogey isn't there. Once this attitude change is in place, the company should move to separate Excite and @Home. This is functionally where things are at now. Another possibility is Att@Home. In this case Att Broadband merges with ATHM with an exchange of stock and spins Excite. Excite becomes another ISP in an OA environment. Excite can hold its own. From an entertainment perspective it has now and will likely in the future have enough partners signed to be able to present as well as anyone else and very likely, better. Att@Home becomes the premier distribution company from cloud to user over HFC rickety. The biggest challenge for this entity is to address the encroach of FTTH by preparing their own version of it. Another challenge is the usual upstream improvements to make the system robust enough to accommodate business users. Nothing new in any of the above.