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To: red_dog who wrote (13287)	8/2/1999 11:07:00 PM
From: dav	Read Replies (1) \| Respond to of 29970

If YHOO to buy ATHM, what is the price range are we looking at ? thanks eom

To: red_dog who wrote (13287)	8/2/1999 11:27:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

I keep trying to think what T , Comcast, Cox and others would want, after all they have the voting power. At least we've got an intelligent question here. Lets not forget that a "buyout" is nothing more than an exchange of stock. Why would AT&T want shares of YHOO instead of shares of ATHM? What does it get them? It only gets them something of value if some smaller portion of a broadband enabled Yahoo brings more stock value to AT&T than a huge portion of Excite@home will. There would also have to be some kind of synergy created with Excite as a Yahoo company. I can see Yahoo on steroids being an awesome thing, but I see a ton of overlap between Yahoo and Excite. What value is in that? Eric

To: red_dog who wrote (13287)	8/2/1999 11:33:00 PM
From: Susan G	Read Replies (2) \| Respond to of 29970

I don't think it will have anything to do with gnet at all. I will probably trade athm short term in the next few days.

To: red_dog who wrote (13287)	8/2/1999 11:39:00 PM
From: GraceZ	Respond to of 29970

Come on open up some comments In no particular order, just thinking out loud... 1.Yahoo is probably the only portal with enough content clout to go up against AOL, also, it was just floating out there without a "broadband connection"....so a combo with ATHM makes sense for Yahoo. 2.People were getting unclear about the difference between ATHM and T. T needs to distance itself from ATHM because this "open access" thing was about to sink the stock and ultimately stymie T's plans as well. 3.The cable companies have got to like it....they can hand over "broadband content" to the merged entity (Yahoo is a much more proven entity than Excite ever was). If you have seen the Comcast commercials, you would know these guys can NOT produce content worth watching. 4. Negatives.... Softbank is a BIG part of Yahoo and the Japanese have done wonders for our media companies in the past, NOT! And the market is in such a funk it might pan the whole thing....remember EGGS and ONSL? (not a good comparison, but....the point being, two companies under pressure coming together do not necessarily equal a strong one)