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To: red_dog who wrote (10842)	6/9/1999 2:25:00 AM
From: Jing Qian	Read Replies (2) \| Respond to of 29970

New York Times says that ATHM will have 10-15 million subscribers, and 40-45 million Interactive TV subscribers by 2002. If really so, ATHM will be too successful! www10.nytimes.com

To: red_dog who wrote (10842)	6/9/1999 7:01:00 AM
From: Richard	Read Replies (1) \| Respond to of 29970

An Analyst Acting Just Like the Clinton Spin Machine. Bill Whyman, an analyst with Legg-Mason's Precursor Group, said from an Internet perspective, the Portland ruling is very good news. "Taken together with the IVI FCC filing and the Portland ruling, things are merging to indicate a regulatory trend. This trend is particularly good for independent ISPs like MindSpring and EarthLink because it guarantees they won't be locked-out of providing cable modem access," Whyman said. Whyman said the open cable market trends are also critically important to Internet portals. "AT&T is now a vertically integrated entity. Microsoft Corp. and Netscape Communications Corp. browsers have proven that 80 percent of content chosen while navigating the Net is selected from within the portals content base. That's a boom to commerce partners and a dangerous opportunity to build a closed private intranet within the Internet for AT&T." ########### browsers have proven that 80 percent of content chosen while navigating the Net is selected from within the portals content base ########### Keep repeating something and eventually it becomes gospel. What creditable study provided the 80 percent figure for Mr. Whyman? Don't people use bookmarks and/or favorites? It almost sounds like the often repeated phrase that the value of a Web site is related to how many hits it receives, therefore the banner ads on that site are very valuable. Richard