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To: steve harmon - analyst who wrote (3894)	1/11/2000 1:41:00 PM
From: Ron	of 4337

AOL/TWX media perspective: CNBC is working hard to drive the AOL stock price down because that could mess up the Time Warner deal. NBC hates this deal, as well as DIS and CBS/ Viacom. Look for tankage touting from CNBC. The reverse happened when IVIL IPO came out. They were waxing ecstatic about this "hot womens web"IPO. Turns out NBC was a major investor in IVIL. Overall, this strikes me as extremely bullish for AOL/TWX. It will be a very formidable media company. The Wall Street Journal hates the deal too. And Disney/ABC and CBS-Viacom would love to see it crash in flames. All the more reason to be optimistic about an AOL/TWX media company. Just my experienced opinion, fyi.

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