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To: Stuart C Hall who wrote (4529)	1/20/1999 1:45:00 AM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

Yes, I sensed a clear sign of jealousy. GE/NBC are not really in the Internet revolution. These east coast conglomerates only represent the big and clumsy. You know, GE is still good at making Machines and light bulbs. GE's highest high-tech is something like a Jet Engine. It took GE 100 years to reach its position today, but it only takes a successful internet company 10-20 years to reach the same level. GE/NBC is striving hard to get into the game by buying interest in CNET. This is not because they love to. This is because they must do this to survive. Companies like GE could have bought Excite much earlier. But these MBAs from Harvard just can't match the vision the Silicon Valley people do. They never have vision. While lack of vision, they use today's valuation standard to guage tomorrow's technologies. In their eyes, none of the E-stocks are good investments. Fortunately not everyone is as visionless as they are.

To: Stuart C Hall who wrote (4529)	1/20/1999 2:04:00 AM
From: Ted Schnur	Read Replies (1) \| Respond to of 29970

I'm still scratching my head over why ATHM purchased XCIT. I have been looking for the usual after market opinions, suspecting that after todays price action, most will have a positive slant (won't want to blow against the wind). Found this tidbit at from Red Herring: Did @Home really need to swap out $6.7 billion in stock -- not an insignificant chunk of change -- if it already had a lock on the 60 million homes it currently has under contract? Why enter the portal fray when its business is broadband? "If @Home was secure that it was going to prevail in the current battle over its exclusivity in accessing the 60 million homes it has under contract, what does buying Excite get them? They already are a portal, and a monopoly to boot," notes Bob Silvestri, portfolio manager for a large private fund and an investor in the Internet space. "Why wouldn't they spend their money making acquisitions that bolster their broadband lock?" Mr. Silvestri's theory, and one that has been at the center of a silently brewing broadband storm, is that @Home must have known it could not keep a lock on the cable broadband space amid pressure from America Online (AOL) and others. The fact that AOL has already launched a healthy first strike through deals with MCI WorldCom (WCOM) and Bell Atlantic (BEL) meant that @Home had to make a move. "They're saying that they need a big foothold in AOL's world, which makes a ton of sense if they believe that eventually they're going to be forced to share broadband with the dialup portals," says Mr. Silvestri. "This deal now gives them the best of both worlds." Ref: redherring.com Even if AOL could compete with ATHM in the same markets (any time soon), I doubt that Exite + ATHM will win over customers on content. What ATHM does not have is content target for the traditional dial-up customer… but XCIT does! Is the next target a POTS ISV for subscribers that can latter be upgrade to cable? To me, that makes more sense then what I am reading Still long, excited, and confused

To: Stuart C Hall who wrote (4529)	1/20/1999 9:31:00 AM
From: Boplicity	Respond to of 29970

Same doo doo we have been hearing all along from the wise. They do not get it. Greg

To: Stuart C Hall who wrote (4529)	1/20/1999 10:17:00 AM
From: Impristine	Read Replies (1) \| Respond to of 29970

who is this dude, and why is he still employed....LOL... stocksite.com

To: Stuart C Hall who wrote (4529)	1/20/1999 11:53:00 AM
From: RocketMan	Read Replies (2) \| Respond to of 29970

They would have said the same thing about NBC and RCA when radio was starting. And can you imagine the unjustified valuation the Wright Brothers would have had if their bike shop had been public? Little if any earnings, and just a pie in the sky vision about powered flight. These companies are about taking a risk on future earnings and growth, not on past earnings and backward-looking p/e ratios. The future belongs to those who are willing to take a risk in order to be on the next technological revolution. After it happens, they will all be talking about how nice it would have been to get in on the beginning.