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


To: Teflon who wrote (1884)5/11/1999 12:41:00 PM
From: Uncle Frank  Respond to of 54805
 
No problem with disagreeing, Teflon; it's the way we sort through the almost too many opportunities that are upon us. I'm glad athm has a capable champion on the thread. For sure they have rewarded your vision by almost doubling ytd, and you have rewarded us by educating us about its future growth potential. Athm+RR+MediaOne+T+msft's money is an impressive grouping to say the least.

Sorry if I gave you the impression I was dis'ing your position.

Frank



To: Teflon who wrote (1884)5/11/1999 1:45:00 PM
From: stockman_scott  Read Replies (1) | Respond to of 54805
 
Teflon: Don't underestimate the power of AOL its ability to help market competing broadband technologies to the masses across the country. IMO they will continue to partner with the RBOCs and be very aggressive in the next few years. They also are forming some other partnerships to promote connectivity in some new ways. FYI...

Message 9463977

AOL is a marketing machine and has already captured the attention of 18 million subscribers. They may have a unique ability to migrate their current and potential customers to their preferred broadband platforms (like DSL).

Best Regards,

Scott



To: Teflon who wrote (1884)5/11/1999 3:27:00 PM
From: chaz  Read Replies (1) | Respond to of 54805
 
Teflon

I wish you would explain the defacto lock, as it may alter some minds regarding the King or Gorilla status of ATHM. A defacto lock is one of coat tails, which by definition is non-propriatary. Specifically, I don't see, at this moment, how what they're doing can't be duplicated...in the same sense that what Dell does could be duplicated, but may not be.

That defines a King, as I understand it, not a Gorilla.