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| Author | Topic: At Home (ATHM) |
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InvestorGuide Daily Administrator |
Company Name (Ticker): reported, expected, same q last year Excite/AtHome (ATHM): -$0.09, -$0.09, $0.00 |
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Earnings Administrator |
Company Name (Ticker): reported, expected, same q last year Excite@Home (ATHM): -$0.10, -$0.10, -$0.01 |
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InvestorGuide Daily Administrator |
In Brief: - Excite@Home Chief Executive George Bell said Tuesday he plans to resign as head of the high-speed Internet access firm once a suitable replacement is found, but he will stay on as chairman until at least the end of next year. |
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InvestorGuide Daily Administrator |
In brief: - AT&T on Monday cut its third quarter earnings target by five cents after formalizing its stake in broadband Internet company, Excite@Home. |
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Earnings Administrator |
Company Name (Ticker): reported, expected, same q last year Excite@Home (ATHM): -$0.11, -$0.12, -$0.02 |
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InvestorGuide Daily Administrator |
In brief: - Excite@Home, the No. 1 U.S. provider of high-speed Internet access over cable TV lines, will combine its international assets with Chello Broadband, according to a report citing people close to the negotiations. |
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InvestorGuide Daily Administrator |
In brief: - AT&T agreed to delay a plan that would clear the way for it to increase its control of Excite@Home until a court fight with Cablevision Systems is resolved. |
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InvestorGuide Weekly Administrator |
In many ways, Excite@Home(ATHM) doesn't even resemble the firm that fell from grace during the latter half of 1999. The leading high-speed Internet service provider has drastically remade itself with a series of management changes and strategic shifts this year. (source: Cnet) http://news.cnet.com/news/0-1004-200-1883566.html |
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InvestorGuide Weekly Administrator |
Excite@Home (ATHM) shares jumped 56% after a news story was misinterpreted. (source: SJ Mercury Center) http://www.mercurycenter.com/svtech/news/breaking/merc/docs/011769.htm |
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InvestorGuide Daily Administrator |
High-speed Internet service provider ExciteAtHome (ATHM) said cable television company Comcast (CMCSK) had not issued a takeover bid, quelling market rumors about a possible acquisition. Shares of ExciteAtHome surged to an intraday high of 28 before settling back to 20-1/2, up 3, in heavy afternoon trading on the Nasdaq stock market. (source: SJ Mercury Center) http://www.mercurycenter.com/svtech/news/breaking/merc/docs/076027.htm |
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InvestorGuide Weekly Administrator |
Excite@Home today posted a $0.01 first-quarter loss, failing to meet analysts' expectations, one quarter after the company made its first-ever profit. (source: Cnet) http://news.cnet.com/news/0-1004-200-1719653.html |
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Earnings Administrator |
Company Name (Ticker): reported, expected, same q last year Excite@Home (ATHM): -$0.01, $0.00, -$0.04 |
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happyguy |
Here's a good quote about the free ISP model from Matthew Ragas, "In many ways, the free ISP game plan is very similar to the traditional TV network model, which is primarily an advertising-supported medium. However, free ISPs are potentially more lucrative, since they will eventually be able to institute one-to-one marketing programs. In essence, free ISPs are gambling that by obtaining detailed demographic information on each subscriber, that they can use the resulting targeted advertising income to cover bandwidth costs and still turn a profit in the end. Granted, this is easier said than done. However, if you believe that bandwidth costs will continue to plummet and that advertisers will continue to shift their marketing dollars to the Web, free ISPs don't become such a ludicrous proposition after all." The most important part is the last sentence I think. I believe both of those things will happen. |
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gatsby |
smario, here's an excerpt that kinda answers your question: "Consider: Excite was brought into the fold, but soon afterwards it was announced that Excite would be spun-off into a tracking stock. (That should happen this summer.) BlueMountain was bought, but, well, what of it so far? A plan to create "Work.com," a business portal, was recently announced, too, but how this plan fits into the company's overall strategy has not been well detailed. Maybe these ventures will coagulate to form a strong, profitable, and diversified company, but so far, Excite@Home merely looks like an unfocused company. If it is focused on some overall goal, it hasn't communicated it to the public very well… If management knows what it is doing, then much of the problem is a public relations, or communications problem. It seems that many investors just don't know where this company is trying to go and how it's trying to get there. This weighs on the stock." |
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Srini |
> Does anyone have a clue as to what the direction of this company is? EXCITE'S STRATEGY: 1. Hope that we can keep up with Yahoo. 2. If we can't keep up with Yahoo, merge with AtHome and hope that cable modems can keep up with DSL. 3. If cable modems can't keep up with DSL, try something else (whatever happens to be hot at the time). We're on step 3 now, and the hot thing is B2B. Maybe the third time's a charm, maybe it's not... |
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