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To: KailuaBoy who wrote (29386)11/8/2001 2:58:31 PM
From: GraceZ  Read Replies (2) | Respond to of 29970
 
All of the above and no one willing to stand up and shout Its the high speed connection stupid!



To: KailuaBoy who wrote (29386)11/8/2001 3:02:48 PM
From: JayPC  Respond to of 29970
 
Good Summary.

"‘Turn you on’ sounds like a cheesy slogan and ‘Mr. Lucky’ seems like a cheesy mascot of some second-rate porn site.

I didn't realize second rate porn sites had mascots.

Regards
Jay



To: KailuaBoy who wrote (29386)11/8/2001 3:12:45 PM
From: Ahda  Respond to of 29970
 
KB i was wondering who were the originators of ATHM those that were in a two by four office seeing the net probability to move beyond. I was unable to find them or maybe Jermoluk was one of them his values changed.


Silicon Quiche As Wall Mart continues on with its people's first attitude or tech for people and grows and grows and grows.



To: KailuaBoy who wrote (29386)11/8/2001 3:28:59 PM
From: gpowell  Read Replies (1) | Respond to of 29970
 
None of the board members from cox, comcast, or AT&T voted on the amended exclusivity agreements.

Why should a change of ownership include a benefit to shareholders? Any benefit comes from the actual or perceived increase in management effectiveness. As I recall, initially we all thought the ownership changes cleared the way to a more focused strategy.

Additionally, the amended agreements seemed to indicate that the big 3 would continue to use ATHM as their preferred partner. As you obviously recall, TJ and Bell went on a spending spree afterwards, claiming that with the “security” of the new agreements, they could now secure their leadership position in broadband media. All this did was use up their cash and undermine their margins. That is the number one reason ATHM failed, and it is the direct result of ATHM’s management placing value on the exclusivity agreements and then acting foolishly.

Did the ownership structure contribute to ATHM’s demise – certainly - but not because these owners colluded to harm ATHM. The structure simply allowed an experienced and poorly educated management team to make too many mistakes.