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To: ERM who wrote (785)11/28/1997 12:05:00 PM
From: ahhaha  Respond to of 29970
 
It would be interesting to find out the nature of those 300 accounts. What types of businesses believe there is significant value in the service. May not be obvious where you get the biggest value add. That may have to be discovered after we all have more experience with cable modem.

TCGI has been strong but for other CLEC related reasons.

The direct comparison with AOL is somewhat meaningless, but the phenomena of long lead time expectations and substantial bidding up of stock price may be quite similar. AOL must find a way to get into cable or they're going to find their way back down to 10.

Thanks for the feedback. Keep sending so we all can figure prospects.