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To: Still Rolling who wrote (5159)	2/7/1999 4:54:00 PM
From: RocketMan	Respond to of 29970

I am surprised how little discussion there is of the real business and technical issues facing ATHM. It is clear that you just started lurking here. Such things are normally all that are discussed here. This is just a little weekend diversion. As ahhaha would say, go back to July 1 1998 (he has softened up) and read each and every post, then you might be worthy to discuss such things :-)

To: Still Rolling who wrote (5159)	2/7/1999 5:12:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

The reason we are not discussing technical/business issues is we have discussed them for months and months and got a little tired of it.

To: Still Rolling who wrote (5159)	2/7/1999 9:25:00 PM
From: FR1	Respond to of 29970

Craig - Glad to have you around. You will not be disappointed with the long term prospects for ATHM. Perhaps you can fill us in on some of the major points that XCIT is going to bring to the merger. Here are a few of the current things to consider: 1) T is buying TCI and this deal should close soon (weeks not months). 2) With that, T will have 40% of ATHM stock. 3) Many believe that T will quickly sell its ISP business to ATHM in exchange for a billion or so worth of stock. In other words, let's face it, ATHM is a AT&T business. Jermoluk got T approval every step of the way in the XCIT merger (www.thestandard.com - Feb issue). 4) This will give ATHM much more exposure to the ISP market outside the cable lines. 5) T has committed large sums of money to speed up the number of cable subscribers. 6) If you feel broadband is the future then ATHM and T are where you want to be. T is betting the farm on BB. You can review earlier posts on this thread and find exhaustive discussions on the technical issues involved with cable and its competition. Bottom line: when comparing cable vs other BB deliveries, cable has the edge both technically and in cost of delivery/support. In my view, I feel I need to have some part of my portfolio in the field of BB technology. You simply cannot avoid it. You would have to be blind not to see that we are headed there as fast as we can go. ATHM, IMHO, is the best play. RoadRunner, the other competitor, is owned by Warner but Warner is so large you will not feel the benefit. How good is the ATHM investment? According to MSN investor: investor.msn.com ATHM is up 332% from a year ago and that counts the latest downdraft. You can bet it will be the at least the same in the coming year. ********************** I am interested in hearing what you feel XCIT will be bringing to the table as far as the revenue stream is concerned. What are their current big money makers at XCIT and what are they bringing on line in the future?

To: Still Rolling who wrote (5159)	2/8/1999 10:28:00 AM
From: David Harker	Respond to of 29970

Craig, on the "real business and technical issues" facing ATHM, I'm not going to try a guess on that. What I do feel confident about is that over the next few years, the number of cable modem users will grow, and athm will get lots of money from lots of those users. Plus @Work, set-top boxes, etc. I bought it based on reading their filings w/ the SEC (describing their agreements w/ the cable companies, etc) and other research, so I've done more than think "it will grow". However, the first paragraph above is my summary of why I still like this company, 1 year (and a tripled investment) later...