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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: JPM who wrote (3554)	2/25/1998 12:16:00 AM
From: Lazlo Pierce	Read Replies (1) \| Respond to of 18691

John re: your ATHM #s. Cable modem service is ~ $40 - $50/mo. I pay $45/mo for my RoadRunner (TimeWarner) cable modem (Best $45/mo I can spend!). Where do you get only the 1/3 of the rev going to ATHM? I would imagine its more. Its also not simply a straight rev only deal. They are valued for their content, and as a per user. Until this new telephone access (DSL?) comes thru, this is the only game in town. I have no thoughts what so ever about ATHM, just the price correction. Dave