posted 01-26-2000 11:20 AM         

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I may have slightly misspoke - George Bell is now President and CEO, and Jermoluk is Chairman. So he just stepped aside.

But more importantly, AtHome is trying to become a full broadband company by looking into offering DSL service to complement the cable service. Apparently they did want to bet their entire future on the acceptance and limitations of cable access. But AtHome said they will honor current contracts with cable providers that won't allow DSL into their markets. I think this is a really good move, and we will see if they move into wireless as well.

posted 11-23-1999 09:09 AM         

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I also like the idea of that product, smario, and think they should move forward with it.

The big news yesterday was that they plan to issue a tracking stock (there is speculation that AT&T will as well for their cell business) for its media assets, a move intended to eliminate confusion and help the company move faster in the hectic Internet world. The common stock, which will be distributed to all shareholders on a tax-free basis, will track the economic performance of the media business. Supposedly, this will be a way for the AtHome to truly gauge whether or not they can take advantage of their 'Internet company' side of the business (rather than the ISP/telecom side), and use the money for more acquisitions.

Question: do they only count shareholders as of the announcement, or if I buy shares today, do I get tracking stock shares as well?

posted 11-22-1999 12:36 PM         

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The most recent post in the At Home message board was made by smario on 11-19-99.

"I was wondering why AtHome's stock responded so favorably to yesterday's FCC ruling (opening up the Baby bell's Internet lines to competition - helps DSL specifically, not cable), but it seems that it is a ruling that simply helps the high-speed access industry in general. Plus, Excite@Home considering using wireless transmission boxes, which will result in decreased installation costs and give the customer high-speed Internet access regardless of where in the home the cable connection is located. They can also be bought in stores (ie no more "i'll be there between 9 and 5"). To me this is really a useful and brilliant product. They should do more than just 'consider' it."

posted 11-22-1999 12:29 PM         

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@Home uses cable TV systems to provide high-speed internet and other online services to consumers and businesses. At Home's investors include U.S. cable operators Cablevision, Comcast, Cox, and TCI. (source: SEC filing)
For detailed research on this stock, visit http://www.investorguide.com/cgi-bin/research.cgi?name=ATHM .

Earlier discussion about this company can be found in the Archives at
http://www.investorville.com/ubb/Forum2/HTML/000022.html .

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