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To: sunny who wrote (13354)8/3/1999 8:33:00 AM
From: Michael P. Michaud  Respond to of 29970
 
<<<I don't talk about the deal not making any sense - it surely does. But only when the emphasis for Yahoo! is on the At Home part - not Excite.>>>

On the surface, I agree with you. It also makes sense for T/ATHM to bow out of excite, though I wonder what Yahoo wants to do with it? There's more to this than we know right now.




To: sunny who wrote (13354)8/3/1999 9:13:00 AM
From: FR1  Read Replies (1) | Respond to of 29970
 
It does make some sense if T is considering allowing a limited version of Open Access or if T sees AOL becoming a cable ISP.

It is a good idea to start positioning ATHM so that it could compete with AOL if they both were cable ISPs. Right now it can't. However, ATHM + YHOO + T's dial up traffic might be strong enough to take on AOL.