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

To: KailuaBoy who wrote (484)	11/29/2000 8:55:51 PM
From: M. Frank Greiffenstein	Read Replies (2) \| Respond to of 24758

KB, no offense taken. I believe in using clear language, and you demanded that of me. I appreciate it. Really, I do! Anyway, the point I am trying to make is that the ATHM "investment story" has been falling apart one piece at a time. Right or wrong, the perception that ATHM could build a huge subscriber based on exclusive relationships is no longer tenable. The thinking on this board (by a majority, not by everybody) was that Comcast and Cox would stick to ATHM for at least a couple of years before opening access. Lets face it, it is a fact that this exclusivity was never challened by any federal authority, and the success of the POrtland case further reinforced the ivnestment thesis. The Open Access issue was not a serious current concern. It applied only to AOL because of its huge merger. The fact is, cable companies were never considered common carriers and were in no immediate danger of being thus ordained. Can you (or gpowell) honestly tell me that the Comcast news comes as no surprise at all? Doc Stone