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To: SE who wrote (12313)	2/23/1998 9:22:00 AM
From: Patrick Slevin	Respond to of 17305

Bill Wexler's thread and ATHM specifically. I don't own ATHM and don't really care one way or the other. But in his intro he makes a point that cable companies are unlikely to upgrade your service. As I use DSS for TV service, perhaps one might infer I tend to agree. However, ComCast has been diligent in North Jersey upgrading to fiber. As a result, I have 2 cable modems and an @home account. So does Jeff, and he's in Connecticut. Matter of fact, I have noticed people around SI posting thoughts on their new cable modems. Further, I think cable companies shall upgrade across the country not only to compete with DSS but also to be in a position to compete with the RBOCs as well as provide other services to generate more cash. So I think there is a basic flaw in his rational. Certainly the stock may be a short, but presuming cable companies will not try to expand their services and using that as a reason that ATHM is a short is not convincing to me.