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To: Frank A. Coluccio who wrote (11223)	6/14/1999 3:49:00 PM
From: DavidCG	Read Replies (1) \| Respond to of 29970

Frank, What it boils down to is this. Perception. If AOL and GTE are showcasing how to have multiple ISP's over a cable line at this Cable convention... and it doesn't matter if the cable box is analog or digital, They NOW have a strong argument to go back to congress, the FCC or whoever they wish to plead their case to and say, Hey, ATHM and T are lying. Look at this, it works, and we're doing it! And it costs a MERE $60K to upgrade 80,000 homes. WOW! Before, they just had claims that it could be done. Anyone can claim anything. I didn't believe them. That's why I was way long on ATHM I figure ATHM wouldn't lie to us, right? ATHM says it can't be done! But for AOL/GTE to demonstrate it to the cable public scares the living daylights out of me. I dumped ATHM today because of this "little" news event. And if T is saying its going to take 7 years to achieve profitablity, I have to wonder just how the heck ATHM expects to achieve profitablity in just 6 months. I don't know where this stock is going, but right now I'm not clamoring at the chance to go long again. -DavidCG

To: Frank A. Coluccio who wrote (11223)	6/14/1999 4:20:00 PM
From: E. Davies	Respond to of 29970

This is a pretty slick move on their part, wouldn't you say? That is, to highlight this integrated capability in a relatively virgin and congestion-free environment, eh? Slick? I guess so. AOL is one heck of a marketing machine, almost worthy of Microsoft. I've yet to see any description of what "integrated" actually is in this system. I guess thats not important. It doesnt matter that it doesnt work in real life. AOL will be happy when it doesnt work in real life! AOL will be happy as long as they slow the progress of broadband. So can truth and common sense overcome marketing glitz? Rarely does in the short term. Eric

To: Frank A. Coluccio who wrote (11223)	6/14/1999 5:28:00 PM
From: MikeM54321	Read Replies (3) \| Respond to of 29970

"Is the Clearwater system already supporting a robust proprietary service, like ATHM or RR, on the same channel on which they would propose to stuff the newcomers? I don't think so." Frank, Being on the GTE system in the Clearwater area, I can answer the question. The answer is probably, no. I have no idea who the ISP is that takes GTE Worldwind onto the Internet backbone. I don't even have a GTE ISP home page and never did from what I recall. GTE just contracted out their ISP service to some local no name company as far as I know. At least a year ago it was contracted out. Sounds like it still is because of their perplexing announcement. Maybe the announced the sharing ability was to hurt AT&T's appeal to the FCC for help in the Oregon debacle. In other words to slow down AT&T's cable plant rollouts so GTE can catch up? But that's really cutting your nose to spite your face to me. I don't understand what you are saying GTE's purpose was for making this rather strange announcement? Thanks, MikeM(From Florida)

To: Frank A. Coluccio who wrote (11223)	6/14/1999 8:54:00 PM
From: E. Davies	Read Replies (3) \| Respond to of 29970

Got this little clip from another board: GTE ran a 2-week test in its cable operations in Clearwater, Fla., that allowed subscribers to choose GTE, AOL or CompuServe, which is owned by AOL, as their high-speed Internet service provider. GTE added a device, a small router, that cost about $60,000 and could serve 80,000 homes, Barr said. So now we know the magic device. "A small router". A small router? Ignore the primary issue of multiple ISP's sharing the same bandwidth. Ignore the fact you would probably need to use ATHM facilities to accomplish this "solution". A small router for broadband data for 80,000 homes? One? Small? Am I missing something? Eric