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To: ahhaha who wrote (13412)	8/3/1999 3:30:00 PM
From: Educator	Respond to of 29970

"you are only concerned with instant gratification." Ahhaha- You are beginning to sound like my wife, and that is scary. You make some good points as usual. However, those points hinge on the accuracy of the Business Week article. You may have nothing but a specious argument, unless you are privy to insider info. Ed

To: ahhaha who wrote (13412)	8/3/1999 5:05:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

It indicates Att is having trouble justifying the UMG and TCI purchases. It also indicates the Jermo's Excite purchase was a major mistake and ATHM is trying to extricate itself. I assume you meant to say would be if the rumor were true rather than is. Face it Ahhaha- there is no way anyone would make such a quick turnaround and try to extricate yourself from a decision you just made without any change in the fundamental situation. @home still believes in Excite whether we agree with that or not. There was no way the rumor as described could have been true. All the people playing fantasy games with "who will buy ATHM" dont get it. ATHM is not for sale. AT&T would only sell ATHM if ATHM fails. What would the point be of trading one net stock for another one? Eric

To: ahhaha who wrote (13412)	8/3/1999 5:54:00 PM
From: FR1	Read Replies (3) \| Respond to of 29970

Time for Att to cut and run which is exactly what a YHOO bail-out would provide. Att would retain some working interest but with reduced financial exposure. That is just what I thought when I first heard the rumor. It would leave ATHM in a stronger position and allow T to be more independent and free to address the issue of allowing a limited number of ISPs on the cable. Interesting to note a article in the Chronicle recently about RCN (New Jersey) and Seren Innovations (Minnesota) - two companies that are stringing their own fiber-optic cable. Both plan to offer broadband internet cable by the end of the year in the SF bay area (easy places first - Dubln, Livermore, etc). I am interested in the conference. What are the top few items you noticed at the conference?

To: ahhaha who wrote (13412)	8/3/1999 7:36:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

<However, you are only concerned with instant gratification and so you think a purchase would be good for share price. You aren't looking at your cost basis. If they deal at 50 and you're stuck inside of a mountain of paper which won't designate earnings until 2050, tell me how justified your LOL is.> Fun: Drama on the high seas! I do not think I have seen one or two posts dissected and regurgitated as much as your recent offering's into the feed trough of the thread. I do realize it happens when a nerve is touched with a probing instrument. I feel a bit like a student wondering why my self-esteemed paper is marked with so much red. Point: Simple question. Complexity granted, are not earnings expected to rise above water very soon? Is profit that far off and clouded?

To: ahhaha who wrote (13412)	8/3/1999 8:07:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

o.k. Professor, there are dumb questions, but no stupid questions. I answered my own to you. Your reference was to athm merged with Yahoo, NOT athm as it now stands. I will remember, a moment to think has great value, socks first, then shoes.