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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (118)	2/19/1999 11:39:00 AM
From: Uncle Frank	Respond to of 54805

>> Any thoughts on ATHM? Sounds like you've got a pile of money burning a hole in your pocket, Teflon <g>. Wish I could help, but I haven't done any dd on athm. I peeked in our threadmate's profiles, but couldn't find athm listed under anyones favorite stocks. Looks like you will have to take the lead position on this one. Frank

To: Teflon who wrote (118)	2/19/1999 9:18:00 PM
From: Stuart C Hall	Read Replies (1) \| Respond to of 54805

ATHM is going to explode. I know the revenues and subscribers are not there yet and they have challenges to overcome in working through local cable companies for service but with a little vision... Let's look at what is limiting the hottest 'Net techonlogies: How are bandwidth hungry sites like BCST going to become commonplace and reliable without Broadband? How are we going to move into the next phase of the Internet (true interactivity and 3D modeling) without Broadband? MP3 on a v.90 modem? Please. Competing technology xDSL rates are ridiculous. Ever try to visit a site with Flash or Shockwave with a dial up connection? The whiz bang features that are going to make the Internet completely replace TV are dependent on BROADBAND. CSCO and SUNW are also dependent on broadband to sell more routers and to implement their desired Internet appliances. I live in San Diego and have had a cable modem for almost 12 months. I feel very fortunate. It will absolutely change the way we all use the Internet. It will push the envelope just when the envelope needs to be pushed. The fact that T now has 40% ownership is very reassuring. I recommended ATHM to the thread (thanks for the inclusion Uncle Frank) and suggest we also consider adding T. Armstrong is set on world domination and going head to head with AOL. He is the man with the plan. T is using ATHM to propagate their online presence. ATHM's purchase of XCIT and WorldNet were both orchestrated with T's backing for sure. So, Teflon, I'm with you on ATHM. We have the crown prince of the Net's emerging primate family. Regards, Stuart