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To: gpowell who wrote (14507)	8/14/1999 7:42:00 PM
From: Frank A. Coluccio	Read Replies (5) \| Respond to of 29970

I'm not sure where that statement came from, or what context it was stated in. Maybe Michael would be kind enough to point us to the link. In any event, I mistook another poster, psh, on the Last Mile thread for you, and answered his post which addressed the same issues of ATHM's restructuring as you have presented here. I would like to read your replies to the questions I posted in my reply to psh: techstocks.com Many of the remedies which you have discussed here serve to highlight the fact that the concepts which serve as the underpinnings to the ATHM network , and many of the other notions that the cable cos had during the early-to-mid-Nineties, have suffered the usual kinds of fate as suffered by other anachronisms. These network dynamics simply weren't designed from the outset with today's (and more importantly, tomorrow's) demands, in mind. No amount of triage will bail them out now, short of the most extreme measures. See my preceding post concerning the creation of another fiber overlay. IMO, the black coaxial bottleneck which exists between the optical node in the field and the target structure (be it a home or a business), and all of the dependencies which have been designed around those end point coaxial parameters which are put in place at the head end, will only serve to perpetuate the gross limitations inherent in the entire model. T is attempting to do some valiant things over in the Salt Lake City area, but the fruits of those trials are many years off, from a total usership standpoint, at best. But the more poignant point about T is that they have yet to show their true hand. Do they really want to support inhouse content, or will they be contented in their traditional role of carriage. The more they make provisions such as those in the SLC area, for example, the more I am inclined to think that they are headed in the direction of full common carriage. It's their core competence. Content? It's T's albatross. One dictionary meaning of albatross: something that causes persistent deep concern or anxiety, while hindering accomplishment.

To: gpowell who wrote (14507)	8/14/1999 8:55:00 PM
From: Michael P. Michaud	Read Replies (2) \| Respond to of 29970

<<<To: KHS who wrote (11069) From: gpowell Friday, Jun 11 1999 10:51PM ET Reply # of 14515 I don't know. I sold ATHM several weeks ago and never considered buying more T (I already own it). Kept most of my profits in cash but did buy more CNXT. The wireless alternative to cable for broadband delivery has me leery of adding any money to proprietary last mile solutions at this time. Others on this thread or more knowledgeable on this. I am currently studying the situation. Personally I would not park my money in stocks right now if I were looking for safety. I did buy ATHM back after the dip below 100 however. I'm prepared to stay in it for awhile.>>> So what was it you were saying about announcing positions??