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Strategies & Market Trends : ahhaha's ahs

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To: ahhaha who wrote (250)	10/16/2000 1:23:35 PM
From: KailuaBoy	Read Replies (1) 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. If the merger falls apart AOL is left with no X-band strategy and has lost a year in attempting to get one. What is AOL's X-band strategy if the merger does go through? It can't simply just be X-band in TWX footprint. 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. Excite@Home would do us all a favor if they proactively went after this change. It will happen or ATHM will deserve the hat-sized stock price. What would be unfortunate is if ATHM slowly came to this realization and didn't have the cajones to change course in a decisive manner. I can see a slow half-hearted shift to facility. That would be the hamster way of running things. I wouldn't mind ATHM being AOL's X-band enabler. It would be nice to hear all the other ISPs scrambling to join or find an alternative. KB

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