SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: JayPC who wrote (20953)6/9/1999 2:10:00 PM
From: Tunica Albuginea  Read Replies (2) of 41369
 
Re: "T will not be slowing down any of its BB plans." & " AOL has stopped ATT ".

I would rather believe the Wall St Jour than what T's press conference blue smoke and mirrors says.

The Wall St Jour.

" Following the court ruling, that is just what some cities could require AT&T to do.
Besides Portland, which has made its approval of the AT&T-TCI deal contingent on
open cable access, several other cities are considering similar measures. Los Angeles
and Seattle have included "me-too" provisions in their recent transfer agreements with
AT&T, which would allow them to revisit transfer terms if another locality successfully
pushed through such a requirement.

More problems could arise for AT&T when it seeks approval from hundreds of
municipalities for its MediaOne deal. Many large cities will need to approve it, and "we
could see a real big fight," said Scott Cleland, managing director at Legg Mason
Precursor Group in Washington. "

interactive.wsj.com
=pasted-1999-06-07.tmpl

Message 10007885

TA

you said



<<Why is ATHM limiting itself to such a narrow audience? I see them as a buy out
candidate.>>

I agree with you on this point. Some on the @HOME thread even suggest it may be a
sacrificial lamb on T's road to cable domination. As and @HOME shareholder, I am
not afraid of a buyout.. especially if AOL was to pay a 50% premium <gg>

<<All of the media coverage I have read or seen said that T will appeal this opening of
their pipes. Whether T wins or loses this battle in court the fact remains that the appeal
process will take YEARS.>>

Listen to the conference call. T will not be slowing down any of its BB plans. As far as
Portland goes, they did not even have plans to offer it in that area.

I applaud AOL's search for BB in DSL and Satellite, but personally feel cable is where
its at. You know I own AOL (about 90% of the value of my @HOME holdings). I
want AOL to have a cable strategy that works. If they do, we as share holders will be
better off.

regards
Jay

PS it is possible for more than one company to be a winner in this game.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News