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Technology Stocks : RCN Corp. (RCNC) - Voice-Video-Internet -- Ignore unavailable to you. Want to Upgrade?

To: DOUG H who wrote (317)	4/13/1999 8:07:00 AM
From: Bobby Yellin	Read Replies (1) \| Respond to of 720

Hi My building is being offered rcn service starting now..I think they are going to get a lot of customers..their cable rates are much cheaper than time warner and one can use multiple tvs ..you don't need converter boxes for non premium stations..they are undercutting local telephone service by five percent..and they are offering cable modem ..nobody else is..for the apartment buildings they appear to be offering revenue sharing..the wiring of the building didn't take that long.. they are also offering discounts for bundling of services..they are also offering more channels than time warner and disney and sundance channels for free..plus music channels for 3.95 a month I think extra with cd quality

To: DOUG H who wrote (317)	4/13/1999 10:57:00 AM
From: SecularBull	Read Replies (1) \| Respond to of 720

Assuming that the infrastructure is in place, it seems to me that RCN could offer a more competitive portal service than AOL or ATHM. LoD

To: DOUG H who wrote (317)	4/13/1999 8:37:00 PM
From: HVN	Read Replies (2) \| Respond to of 720

Update. I was in a presentation this morning by the CEO or our favorite company - MLynch High Yield conference. For the first time, he talked some numbers - not his version of 'vision'. However, the numbers he talked about were simply about the scaleability of their service in terms of how cost effective their service is when they sell more than 1 service. What he didn't talk about is their value in terms of speed to market, etc. What he did mention that caught my ear (and he only glossed over it!) is that given how strong their ISP business is, you buy their company at $42/share, you are basically buying the internet business, and getting the rest for free - or vice versa. I doubt anyone else picked up on that. I find that hard to believe coz. at $25/internet customer (I'm averaging dial in and cable internet customers) I'd value them at ($1000/customer x 500K customers) = $500M.