SI
SI
discoversearch

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: Mike Buckley who wrote (1863)5/11/1999 11:08:00 AM
From: Teflon  Read Replies (1) | Respond to of 54805
 
Mike Buckley,

I would not state that ATHM has proprietary technology, but they will have a lock on the majority of MSO access in the US and I believe a good chunk overseas at some point. To me, this lock on the access provides them the same benefits as having a proprietary technology, though I agree that they are not the same characteristics.

Teflon



To: Mike Buckley who wrote (1863)5/11/1999 11:52:00 AM
From: Teflon  Read Replies (2) | Respond to of 54805
 
Mike Buckley,

Did you buy some more EMC the other day? It was a true gift in hindsight as we discussed...

Teflon