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To: HECTOR RUBERT who wrote (25559)	7/13/1999 8:51:00 AM
From: Rascal	Respond to of 41369

You know what I am thinking? T keeps saying "open access will be difficult" John Malone says that "T's challenge is to have excellent execution." (This means the guys who made the deal (plan)hope the guys who get things done (implement) can do it!) Apparently the cable companies bought by T do not interface well. ( I read something about an expense associated with TCI implementation.) It may be that they bought disconnected patches of big pipes, not easily integrated. Maybe what we are hearing is that T's buying spree of cable companies was not thought -out very well. Maybe this is why ALLEN (former head of T) DID NOTHING. There wasn't anything good to do. I once heard an analyst say that Armstrong asked all the analysts what to do and they all said "buy cable". The analyst was a little surprised that Armstrong began implementing this strategy immediately. Maybe this is why there is no AOL-T deal. Maybe T needs too much money from AOL to make the damn pipes work effectively in the desireable markets. If the price is to high AOL is better off getting their distribution from DSL or waiting for Satellite! jmho (But I have been known to be a gypsy who figures things out.) OTOT Re: Rollerball, With PAUL Allen (Gates former partner now head of Vulcan Ventures)and AOL both having sports teams it looks like some of the concepts of RollerBall are coming true. We just need Gates to get a team we can beat!

To: HECTOR RUBERT who wrote (25559)	7/13/1999 10:06:00 AM
From: D.J.Smyth	Read Replies (2) \| Respond to of 41369

Do you know at what time this vote is to take place today hector? The whole cable access issue is overblown anyway. bandwidth is coming equally to the xDSL value as it is to the cable value. bandwidth isn't going to favor one over the other since those putting in the landlines to increase bandwidth want to access both markets, not just the cablemarket. those inputing the landlines to increase bandwidth are as equally financed on the xDSL side as on the cable end; many serve both ends. the xDSL market/wireless market is actually significantly larger potentially in the long run than the cable market - as the wireless market is boundless worldwide. of course, they're looking at capturing marketshare now.