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Technology Stocks : America On-Line (AOL)

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To: Venditâ„¢ who wrote (20705)6/7/1999 2:18:00 PM
From: Steve Robinett  Read Replies (1) of 41369
 
Vendit,
I'm not worried about ISPs and telcos. Of course, ISPs will be able to offer DSL. The problem is cable companies. Would they have to allow every ISP to hitchhike? That would include ISPs big and small. That could be thousands of ISPs available like premium channels on on cable. The bandwidth necessary to do this is probably beyond even cable's ability to carry signals. Also, cable is not a public utility. The phone company is. As what's called a common carrier, the phone company can't turn away business if the guy pays his bill. Cable companies can turn away channels. My Comcast doesn't have CNNfn.
The basis of the Portland decision was the contract between the city and the cable company, not public policy common carrier law.
Actually, if cable were opened up across the board, ATHM would obviously be a loser due to its current almost monopoly position but AT&T, even though it owns a large chunk of ATHM, would get paid no matter who used their cable.
Best,
--Steve
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