Technology Stocks : Excite@Home (ATHM)


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To: ahhaha who wrote (17888)12/28/1999 6:32:00 PM
From: matt grayRead Replies (1) of 29968
 
Regarding earlier discussion of Athm and their involvement in telephony you stated :

Sounds good on paper but:

ATHM has huge retail base.

Att has the huge telephony base. ATHM gets revenues from a cut from what MSOs get. ATHM's base is not large and has no bearing on telephony.

biz.yahoo.com 

Seems that HSAC [a smaller version of ATHM is rolling out a switched service offering].

Aside from the potential revenue stream involved in Telephony the important issue may be a telecommunications ruling issue. It brings the Portland decision into light. How can T be denied the fact that ATHM services are telecommunications services when cable modem ISPs are rolling out voice? As one of the judges stated/implied? during the proceedings if they are viewed as a Telecom carrier then the case will be ruled in favor of T/ATHM.

Whats it going to take to prove that they are a telecom carrier if the capability to transmitt voice services isn't enough?
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