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To: the Chief who wrote (4078)12/31/1998 10:09:00 AM
From: waldo  Read Replies (1) | Respond to of 37507
 
>>As 1998 dawned it wasn't clear that cable modems or cable and Internet would really come together at all. But having analyzed the cable business in a previous life I knew the cable guys were hungry for value-added services.

And the cable guys understand what it is to be an entrepreneur. That's no small thing in a world where your local telephone company takes you for granted and considers your phone bill a "right" or monthly dividend.

The cable guys looking at the Internet were the same ones who 30 years ago climbed up poles and trees and strung their own cable systems themselves.

Glenn Jones of Jones Cable lived in his car and was a one-man cable firm when he began. These guys and gals are entrepreneurs. You'd never see the head of any telco doing that. It's bureaucracy vs. vision.

The biggest drawback of the Net was (and is) speed, lack of it. Snail pace. Graphics routinely cause constipation. Cable modems looked like they may speed up the process. @Home had TCI and Kleiner Perkins behind it, the NASA Internet guru at the control center (Milo Medin) and an open road ahead with its alliances with other cable operators. So far in 1998 I think sign ups are slower than I would have guessed 12 months ago. ATHM still ended the year with 185% upside.

The idea of having a company come and provide a turnkey Web presence for corporations led me to include in 1998 USWeb as one to watch--and we watched. The thinking was that not every company wants to hire a geek brigade to run an Internet department. Outsource the entire thing.<<

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