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.

Technology Stocks : WorldGate Communications, Inc. (WGAT) -- Ignore unavailable to you. Want to Upgrade?

To: John Sanderson who wrote (73)	4/18/1999 8:08:00 PM
From: Shawn Fisher	Respond to of 589

I agree these are different products. The WGAT product is going after the market that appeals to those w/o PC's and that don't want to spend $40/mo. for internet access. This is huge market that will have plenty of room for other vendors and service providers. I don't think there will be only one man standing after this is all through.....this is just the beginning. Also, ATHM is a service provider not a vendor.....Worldgate could be considered more of vendor than anything, in fact ATHM could use their product if they struck an agreement. They can coexist in my opinion. Currently the internet has a design of a fairly dumb core (routers, switches, etc.) with intelligent devices on the edge. (computers) THe first wave of users are those with PC's and the patience to deal with all the intricasies of getting access either via dialup or other. WHat we are seeing is the move toward putting more intelligence in the network and using simpler devices on the edges. This will enable the next big wave of users to come on to the internet. Broadband is quickly becoming the delivery media of choice. AT&T and others are voting with their pocketbooks confirming that. NOw if you could create a product that offers high speed access via the Broadband platform to the 60% of households w/o PC's by using simple devices you probably would have a good thing. That's what WGAT is doing......

To: John Sanderson who wrote (73)	4/18/1999 9:10:00 PM
From: Gary105	Read Replies (2) \| Respond to of 589

John, thanks for informative responses. I was aware of difference between ATHM and WGAT products. I was concerned about ATHM precluding WGAT from alliances with cable companies but you addressed this. I will add to my position when the gap created on Friday is filled, may sell existing position on further runs if gap is not immediately filled. ATHM has history of creating gaps, running, then correcting to fill gaps before further runs. We may see similar pattern with WGAT. Gary