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To: Lynn Heffelfinger who wrote (11129)	6/12/1999 5:40:00 PM
From: E. Davies	Respond to of 29970

Will ATHM get 5 dollars a month for an AOL subscriber, 10 dollars a month?? If it were to come to this (this is all hypothesis, so its a HUGE if) AOL would probably want more than $10/month. After all, AOL gets service through ATHM pipes for $10/month now! All that AOL would be then accomplishing by "equal" access is reducing the price paid by the consumer at the expense of ATHM. Not a particularly powerful motive. I wonder how much AOL gets in $/month for narrowband access after paying WCOM for the dialup network. Eric

To: Lynn Heffelfinger who wrote (11129)	6/12/1999 6:02:00 PM
From: Frank A. Coluccio	Respond to of 29970

"What percentage of the 15 dollars this ATHM network toll amounts to is an interesting question. Will ATHM get 5 dollars a month for an AOL subscriber, 10 dollars a month?? Whatever the percentage, the main point is that ATHM is not excluded from the revenue stream even when another ISP steps in." I would not be too hasty in drawing that conclusion. What about the MSO who owns the HFC used for headend-to-subscriber delivery? Don't you think that they should extract their percentage due here? In fact, why should ATHM be entitled to anything at all, if AOL gets comparable treatment from an MSO, like TCI, say. Especially, if AOL does not ride over ATHM's backbone, and does not have rights to their other infrastructure elements like caches, email servers, network management, etc.?