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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: gizelle otero who wrote (434)	3/3/1999 6:42:00 AM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

ATHM/AOL - With AT&T and TCI behind it @Home has the reach to cause AOL headaches like it's never seen right now AOL has the market cap to swallow ATHM without too much dilution I said in early 1998 that AOL should do that. Now ATHM is that much more powerful and expensive on the 60 million homes mentioned it's important to consider that $30 billion must be spent to upgrade cable systems for two-way dataflow That means it will take time and capital flow to realize its potential @Home acquired Excite because it couldn't wait for broadband -- it wanted the narrow to fat band service .. @Home needs more to round out its offerings however