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To: Shane M who wrote (1169)1/30/1999 2:59:00 PM
From: Lizzie Tudor  Read Replies (3) | Respond to of 2339
 
shane, Hi... what is a "cable company" exactly - is that what @home is? I call those bandwidth companies. And yes Im very interested, I think the people that lost money in ERP should just wait until the march correction and load up on @home or one of the other bandwidth stocks (Chuzzlewit knows them all - I dont - I just figured out the difference between a cable modem and adsl like, 3 weeks ago). Anyway they have been predicting this bandwidth explosion for 2 years now and it looks like it is finally here. Everyone is getting cable or adsl (or sdl whatever that is) where I am, I think a pure play in this space has to return over 100% this year, even though @home is inflated (but so what).
Michelle