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To: RocketMan who wrote (13603)	8/5/1999 9:59:00 AM
From: Boplicity	Respond to of 29970

FREE, FREE, FREE, FREE think browser war. Toast, all ISP are toast. Greg

To: RocketMan who wrote (13603)	8/5/1999 1:05:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

It accelerates the need for ISPs to add value and distance themselves from dependence on distribution. We discussed this yesterday thoroughly and concluded it was imperative outside of the MSFT news. This is negative in a way for ATHM, but it is more negative for AOL, because it tests whether people go with AOL due to content or due to mass imitative behavior. AOL made a major mistake by expressing a desire to displace Windows. We only need to reflect on MSFT's similar reaction when Jobs did a similar thing with Mac OS and consider the consequences it had on AAPL. Now the niche characteristic of cable protects it somewhat. The reduction of service rate was in the bag and it behooves cable companies to move there quickly. Most importantly though is the differentiation of presentation and the features composing it being forced by the disappearance of distribution revenues. MSFT's action may cause COX to rescind their decision and reconsider a YHOO merger. There are too many ISPs and they will soon start consolidating just like what is happening in big oil. There's no profit opportunities in any of this since they are doing it for survival. In many cases it will be a shorting opportunity where you sell both sides.