Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: KY who wrote (216)	2/20/1999 7:51:00 PM
From: Mike Buckley	Respond to of 54805

Kevin, You know, its funny how nobody speaks of Road Runner as ATHM competition. Road Runner is viable competition, so much so that it can be argued that it is ATHM's strongest competitor. However, ATHM is the top dog with access to about 60% of customers presently wired with cable and with a lead on the market. ATHM has about about 30% - 35% more customers. When it comes to Internet cable access, competition comes in various forms. First of all, Road Runner and ATHM can't compete head-on in the same geographic areas because they are limited to the cable partners who have the monopoly in a given area; the direct competition between the two is for the cable providers themselves. The next best form of competition is from the DSL providers. Then there is always AOL, of course. --Mike Buckley