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To: Bill Harmond who wrote (79660)	10/5/1999 6:22:00 PM
From: Lizzie Tudor	Respond to of 164684

Yes nice, I sold my AOL 100s near the bottom and traded for 115s... I don't like to be too in the money... I will post to Gene, and I know you don't follow gnet/Paul Allen, however, yesterday Allen announced gnet as the portal for Charter (well more or less), this was eagerly anticipated news, and the stock didn't do anything... just a yawn. I conclude that cable as declined as the preferred medium for internet access - not that it is bad, but it is one of many options all of which are likely to be superceded by wireless anyway, and the high growth international areas will go direct to wireless... therefore, AOL does not need an alliance with T at all amidst this speculation. I know we have all been alluding to that but the gnet lack of action after an announcement as content to a huge cable franchise just seals it, fwiw.