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To: FR1 who wrote (13423)	8/3/1999 6:14:00 PM
From: James Tarifa	Read Replies (2) \| Respond to of 29970

Thread, I'm waiting for MSFT to start addressing the pipe size for their WEB-TV operation in a deal with ATHM. That should really help the Broadband momentum versus DSL. I am surprised they have not announced a plan of action yet. U think with MSFT in bed with ATT, and ATHM that is a foregone conclusion to link ATHM with WEB-TV. Any thoughts? JT

To: FR1 who wrote (13423)	8/3/1999 6:29:00 PM
From: E. Davies	Read Replies (3) \| Respond to of 29970

Yet another example of broadband internet starting to replace cable TV: **** (32/M/Fl.) 08/03/1999 10:20 am EDT BETHESDA, Md. and HERNDON, Va., Aug 3, 1999 /PRNewswire via COMTEX/ -- DiscoveryCommunications, Inc. and Road Runner, the high-speed online service, today announced a comprehensive partnership agreement to provide in-depth, multi- faceted, interactive information and services to Road Runner subscribers. A key component of this agreement is co-branded programming developed by Discovery Health Channel and discoveryhealth.com specifically forthe broadband environment. Discovery Channel Online (discovery.com ) willalso deliver diverse content for Road Runner's Explore & Learn and Kids categories, as well as featuring Discovery's E-Commerce offering in Road Runner's Shopping channel. Road Runner's high-speed capability allows Discovery to develop web-based features with many more moving images, streaming video and enhanced interactive services, and the partnership enables Road Runner to offer its subscribers rich content developed by the owners of the #1 quality media brand, Discovery Channel. "We are very excited to add Discovery's prestigious program offerings to our service," said Karl Rogers, Road Runner Vice President of Programming. "Bringing Discovery's quality health, science and child development content on the broadband platform provides our subscribers with a unique, enhanced learning experience." Discovery will create co-branded broadband content on Road Runner's Explore & Learn channel, including video segments for Discovery News and embedded RealVideo segments for Science Live! and the Tune In/On TV section which highlights upcoming on-air attractions. Road Runner's Kids channel will feature a Discovery co-branded page offering links to Discovery Kids (discoverykids.com ) pages with a full broadband offering to be released in early next year. Additionally, subscribers will be pleased to explore the comprehensive health services provided by Discovery Health Media through its acclaimed and well-trafficked new health portal, discoveryhealth.com. Discovery Health Media will develop rich, broadband health programming and Road Runner will provide discoveryhealth.com with high visibility throughout the service. "Road Runner is at the forefront of broadband online service delivery," said John Ford, president, Discovery Health Media. "Our mission is to provide the most comprehensive, consumer friendly health information possible, and our partnership with Road Runner will allow us to bring consumers an even richer experience as they seek information to help them lead healthier, more productive lives"

To: FR1 who wrote (13423)	8/3/1999 11:28:00 PM
From: ahhaha	Respond to of 29970

Now we're hearing the old Franz Ross. You get sharp when you stay away from leveraged positions and sell like you used to before you got "smart". There's a time to buy, there's a time to hold, and brother, there's a time to sell. Att also would have the regulatory issues alleviated. The right way to go is merger and that is ok. There is a true synergy between YHOO and ATHM. If I were ATHM I'd can Excite? and would try to sell it ASAP. The point is that someone has to get rid of it. I noticed money managers are worried and aren't concentrating on what is being said. They're distracted.