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Strategies & Market Trends : Bill Wexler's Profits of DOOM -- Ignore unavailable to you. Want to Upgrade?

To: Bill Wexler who wrote (114)	2/25/1998 12:17:00 PM
From: Stephen How	Read Replies (1) \| Respond to of 4634

cable modems rock! I don't have any opinion on the business tho. Bill, While you might be right about ATHM being a good short for business reasons, don't underestimate the utility/popularity of cable modems. My BTIM/Hextend controversy page (http://btim.dyn.ml.org) runs on a Linux 75 MHz Pentium with a RoadRunner (TCI) cable modem connection. I don't know if anyone is profiting off my $40/mo. I suspect that everyone involved is still losing money, and that competition will increase via xDSL and the consumer is very price sensitive. I agree that a $3B market cap out of the gates sounds overvalued and ready for a fall. But of course there's YHOO ... Steve