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To: Michael P. Michaud who wrote (14986)	8/29/1999 2:58:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

I saw Solid's post on how UMG was offering AOL on Road-Runner. I didnt bother posting about that because I thought anyone could see through the deception. Guess I was wrong. UMG was "offering" AOL for $9.95/month! That is nothing more than a cute marketing trick reminding people that AOL "bring your own access" is available to anyone for $9.95/month. Nothing more. @home could do the same thing, though right now it would conflict with the "AOL free" offering. Eric

To: Michael P. Michaud who wrote (14986)	8/29/1999 10:34:00 PM
From: N. David Lessani	Read Replies (1) \| Respond to of 29970

We all know AT&T does not like Excit part of Excite@home. But some of you have hard time to understand the law. Mr. Armestrong is a member of Board of Excite@home. In that capacity, he has FIDUCIARY DUTY to promote and enhance the value of Excite@home shareholders. Any deal with anyone who violate this duty will be against the law. Of course, he can resign from the Board and then he will be free to do otherwise.

To: Michael P. Michaud who wrote (14986)	8/30/1999 12:45:00 AM
From: KailuaBoy	Read Replies (1) \| Respond to of 29970

Michael, Why would ATT not develop competition for its' own interest. All the "Open Access/Forced Access" hijinks we just went through were for T purchase of TCI. This stance appears to defuse the same arguments they had a tough time with when they trotted around the country chasing the AOL FUDwagon. What's AOL going to do? They have access to cable for only $9.95 more. That's exactly what people get now with ATHM. If they want their AOL they simply pony up the dough "in addition to what they pay for cable". By announcing this the argument is shifted to the terms of AOL over cable and not the appearance of "you can't get AOL over cable". Wether it's good or bad for the company I think that RR customers will soon be ATHM subs. Remember that Armstrong swung it out there with his 6 million sub number. The difference is that Roadrunner has not invested in content front end. Are they still looking for a CEO? I believe they are temporary. KB