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To: GraceZ who wrote (13247)	8/2/1999 1:37:00 PM
From: Frank A. Coluccio	Respond to of 29970

Hi Grace, I don't see the parallel exactly that way. MSFT's OS requires fodder to run it into the next release. That's the kind of fuel that MSFT requires, demands, in order to flourish, and that's okay. The kind of conflict I am suggesting would take place if T wanted to offer a future interactive program that was also being offered by one of the portal companies which it has an interest in. It wouldn't even have to be the same program (although that would serve to make my point much more profoundly), as long as they appealed to the same audience during the same time frames, the effect would be the same. The profit from one of their own deliveries over one of their own MSO-operated interactive digital channels, say, would be greater than the diluted take they would receive from a consortium-owned entity's delivery, where the revenue might have to be divided twenty seven different ways. It's like T competing with ATHM for voice over Internet protocol (VoIP) services at some point. True, T would derive a certain percentage of this even if ATHM offered VoIP, but nowhere near what they would see from a direct bundled offering of their own on a 1+ dial basis using their voice over cable regimen. This all reverts back to the natural conflicts which exist between common carriers and application specific providers of any genre. The conflicts inherent in this dichotomy (between common carriage and content provision) are not as self explanatory at this point, with convergence taking place, as it once was, I will grant you that. They will have to sort this kind of thing out. Regards, Frank Coluccio