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Technology Stocks : ACCL

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To: MosheS who wrote (589)8/6/1997 7:51:00 PM
From: JOHN CHEN   of 720
 
Moshe, Andy and others, I have information on ATHM may interest you. This could be a hot stock to buy next.

Over the weekend, my friend and myself had the chance to test ATHM product at a TCI booth.

We were very impressed with its technology to say the least.

I will give you this following example:

for a 2mb file-

28.8 modem ( 28.8 bps ) will take 9.3 minutes;
ISDN ( 128 bps ) will take 2.1 minutes;
ATHM/Cable ( 10,000 bps ) will take 1.6 seconds.

ATHM is owned by TCI, COMSAT & COX and has agreements with many other cable systems across the country. It has acess to 40 mil homes.

ATHM also has deals with MSFT and CSCO.

We certainly think the potential is amazing.

We both are buying ATHM stock and signed up for ATHM service which is not that expensive.

Where we are in the Fremont/San Jose area, we have newly installed fibre optic lines. We assume that fibre optic lines are a requirement for transmission. Please correct us if we're wrong.

The way of the future is fibre optic lines for sure.

There's no comparision amonf 28.8, ISDN and Cable. Cable is it.

However, the success of ATHM may depend on how fast the fibre optic lines are installed across the country.
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