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


To: M. Frank Greiffenstein who wrote (480)11/29/2000 7:52:30 PM
From: KailuaBoyRead Replies (2) | Respond to of 24758
 
Doc,

With all due respect....

Juno.com just got put on Comcast's high speed network

What Comcast high speed network? How do they get 'put on' the network?

and Comcast announced they are ending their exclusivity arrangement with Excite.

This has been known for a long time. All MSOs are positioning for open access. The question is: How is OA achieved?

Picture duplicate infrastructures for each ISP all jammed in MSO headends all over the place. Ever been in a headend? I have. It won't work. ATHM is there. ATHM is working. The solution is in place. No ISP will duplicate what is already there. They will plug into it.

The stock is a dog until the geniuses in ATHM show how they will make money.

KB