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Technology Stocks : AUTOHOME, Inc

ATHM 24.08

-3.1%

Nov 14 3:59 PM EST

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To: E. Davies who wrote (12049)	7/3/1999 5:24:00 PM
From: Frank A. Coluccio	Read Replies (2) of 29970

Eric, after giving this issue of BROCs using cable facilities some more thought, I see some very compelling reasons for an RBOC wanting to do so. The most compelling of these at the moment would be for one RBOC to use cable in an out-of-region area to compete with another BOC, for both voice and Internet data access services, if not video as well. In fact, wasn't this just what USW did initially when they consumed Continental Cable before it was renamed UMG? I can just as easily see BEL taking a run at SBC's lucrative markets, by reselling portions of T's capacity. Whew..! What tangled webs we weave. Regards, Frank Coluccio

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