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Strategies & Market Trends : ahhaha's ahs

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To: KailuaBoy who wrote (245)	10/14/2000 11:09:04 AM
From: ahhaha	Read Replies (3) of 24758

If the FTC blocks the AOL - TWX merger which looks unavoidable since there is no valid profit model under the FTC stipulations for the merger, AOL won't have a X-band strategy. Better stated, they won't have a way to get from copper to X-band without extremely large investment. The OA bulldozer has flattened the field and crushed AOL out of sight. AOL must then deal with Att on Att's terms. Then it's in Att's interest to push to spin off Excite as a common BB ISP and redefine @Home. The re-definiton of @Home would follow a line of facilitator which I have described in detail. AOL would be the largest client of the new @home.

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