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To: ahhaha who wrote (13448)	8/3/1999 11:47:00 PM
From: Educator	Read Replies (2) \| Respond to of 29970

"Who said the company was for sale? Who said anyone was trying to buy it? Thread patzers." Business Week: "According to sources close to the companies, Excite@Home and Yahoo have held talks over the last six weeks about a possible deal in which Yahoo! would buy Excite@Home for some amount greater than its current market value of $17 billion." Ahhaha- You are slipping. Get your facts straight. This thread's posters (who you call clowns and patzers) got their information from a supposedly reliable online periodical. I would venture to say that most of Wall Street was duped on this one. BTW, I don't appreciate being referred to as a patzer or a clown any more than you like dusty libraries. Good night, Ed

To: ahhaha who wrote (13448)	8/3/1999 11:56:00 PM
From: Ron Dior	Read Replies (1) \| Respond to of 29970

<<Who said the company was for sale? Who said anyone was trying to buy it? Thread patzers. ATHM is no gem contrary to what patzers here are saying.>> ahhaha why is it that you feel no one would want to buy ATHM? Why do you feel that ATHM is not a gem? In your opinion what is ATHM worth, or should I say what do you feel access to the pipes are worth. More so broadband access that is up and running ahead of all others? You must admit that ATHM is truly in a unique position. This uniqueness it what I feel makes ATHM a gem. <<You have to look at this mention of merger in a negative way. It is a silent testament to the fact that the Net is an earnings bust. These two are considering a merger and I believe that is very likely, contrary to what that amateur, Bell, expresses in his attempt to do valet assisted damage control.>> Though I would agree with you that a merger has been considered, I do not agree that it is due to the net being an earnings bust. I also feel that YHOO made a weak attempt on considering a complete buyout of ATHM and in turn ATHM laughed at the numbers. Remember, just because a company is not for sale it doesn't mean that no one would want or try to own it. ATHM is holding most of the trump cards and in time they will all be played. Ron Dior

To: ahhaha who wrote (13448)	8/4/1999 5:23:00 AM
From: E. Davies	Read Replies (3) \| Respond to of 29970

Bell and Excite are a disaster. Management knows this They do? How could they know this already, yet not see it 2 months ago? What has Bell done that is so obviously bad? It was just an impulse macho buy made by Jermo to show his moxie. Probably. And now suddenly he gets religion and realizes the error of his ways? The heart of my point was that I cant see how @home could buy Excite and two months later turn around and sell it again. Sure Yahoo@home would have been a world beater but Yahoo was not (and still is not) for sale. Neither is ATHM. Att doesn't want to go where Jermo and Doerr would take it. I'm still not sure where AT&T sits on this. If they dont believe in the ability of ATHM to bring in revenue from content why are they so steadfast against allowing "open" access? "Open" access guarantees the MSO cash flow from whoever is the ISP-- why protect @home? why even own @Home? Why did they approve of the purchase of Excite to begin with? Finally remember that "selling" @home is nothing more than a stock trade. What does AT&T want with Yahoo stock? Does it make them any less in the content business to have YHOO than ATHM? Eric