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ATHM 24.34

-3.4%

Nov 7 9:30 AM EST

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To: Jim G who wrote (58)	5/21/1997 12:32:00 PM
From: IKM	of 383

Paul's Fortune article says the revenue split will be CATV Co:ATHM = $20:$15 (but you can be sure that's an estimate, and the one thing we know is that it is wrong!). So plug in $15 in any of your estimates. Also, the networks of the partners need significant upgrade, and 2000 is only 2 1/2 years away. Take into account the fact that it takes time to climb a penetration curve. I'll let you rejigger your numbers.

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