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To: Michael Young who wrote (12356)	7/13/1999 6:30:00 PM
From: BIG INVESTOR	Read Replies (1) \| Respond to of 29970

athm will be the net king of cable. If dsl is the way to go ,why does AOL want the cables so badly. It seems aol is hanging on to the dsl factor just in case,but they really want cable.I think if AOL was asked one or the other they would pick cable. ZZ

To: Michael Young who wrote (12356)	7/13/1999 6:40:00 PM
From: Killian	Read Replies (1) \| Respond to of 29970

Apparently you haven't been following this co. Mike! Aren't you aware of all the BS that ATHM has been through??? Where the heck have you been??? Don't you realize that they are building content through XCIT and they are the leader in BB! Don't you realize that AOL is so afraid of them that they are trying to slow them down by crying for 'forced access'! Where the heck have you been??? Don't you realize that during the sector rotation in May, which drove ALL the internets down, they had the Portland decision rip into OUR P/S to drive us down even further? Where the heck have you been??? Then San Fran??? I believe that in the long run, Xcit will have been the best acquisition they could have made! Content & being a provider made AOL huge with 17mil. subs. Now ATHM/XCIT will DIRECTLY take market share away from AOL! Have you no vision man? Where the heck have you been???? Good luck! Kevin

To: Michael Young who wrote (12356)	7/13/1999 6:57:00 PM
From: Marc T. Archer	Read Replies (1) \| Respond to of 29970

>Too bad management decided to screw up a good thing by wildly overpaying for a second-rate portal. Now we have a bloated company that will NEVER be able to justify a market cap at this level, because there are so many damn shares outstanding.< Let's see, just about a week ago you were claiming ATHM's inability to move upward on their not meeting the sub's.... "The susbscriber rates are MUCH lower than what management was telling the street a year ago, and it is becoming clear they won't meet estimates going forward. That is why the stock is struggling, and is badly lagging the internet sector." Message 10389212 I guess this week you've decided it's because they've bought Excite huh? LOL....... What'll it be next week Mike? MTA

To: Michael Young who wrote (12356)	7/13/1999 7:21:00 PM
From: FR1	Respond to of 29970

I know it is hard to see because of all that is going on. This is a very emotional time. However, T/ATHM is just plugging along opening up broadband and doing research on using broadband in portal applications. If not stopped by the government, T/ATHM will win. Check out: excitextreme.com AOL, you will note, is doing nothing along these lines at all. I know we have beat this to death but AOL's whole future rests on killing the rollout of broadband. Not a good wicket to play. If AOL can get the government to step into the picture it will slow this thing down to a crawl or worse. It is impossible to have multiple ISPs without the government regulating rates (who else is there to settle the disputes over what the rates should be?). When the government regulates the money, it regulates the entire roll out - so you will have average politicians (who are elected to keep rates cheap) in charge of developing and depolying a ultra-hitech broadband cable internet system. It is not likely AOL will win. The FCC will make sure no law gets passed that mandates nationwide compliance with a system ("Open Access") that is impossible to build. Congress is not that dumb (I hope). If AOL does not win, then T/ATHM needs to have a portal that is state of the art and offers things that others portals can not. That is why they bought Excite. Right now, as you can see above, they are developing and deploying the first broadband web portal pages. It is very historic and interesting. I think it is really great! I use the planner and calendar on a regular basis now. I went to a conference recently that Microsoft Research Department gave on broadband search engine interfaces. Really great. Excite is going along the lines they were demonstrating. There is lots more to come...