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To: E. Davies who wrote (15970)	10/6/1999 9:56:00 PM
From: Sleeper	Respond to of 29970

Eric, while we all from time to time have questioned T's loyalty to Excite@Home, I believe this is the first time I have seen it in print and attributed to "executives close to the company". The timing would appear designed to influence the FCC's decision on the UMG acquisition. However, I believe the scenario as outlined and expect T to open it's lines after 2002. By the same token, I expect Excite@Home to offer it's services & expertise to any and all ISP's who prefer outsourcing this type of infrastructure. The net effect of all this should be the unfettering of ATHM to pursue viable long term relationships sans T's pathologic need to rule. The whole scenario plays out in fast forward when, not if, T sells it's stake in ATHM. If I had to bet, I'd say Armstrong already has a deal in play and a backup deal in the wings to sell his share of ATHM in the near future. JMHO. Sleeper

To: E. Davies who wrote (15970)	10/6/1999 10:08:00 PM
From: JayPC	Read Replies (2) \| Respond to of 29970

This is not unexpected. We've talked about the fact the T will let others access its lines in 2002. We all know that @HOME's agreement expires then. Then its a free for all. Well, maybe not exactly free... Jay

To: E. Davies who wrote (15970)	10/6/1999 10:13:00 PM
From: Ahda	Read Replies (1) \| Respond to of 29970

yahoo.cnet.com. Interesting reading looking at these guidelines it is going to be difficult in my opinion, I dont know how they are going to guarantee speed. I had a very interesting conversation with my first son about AOL his server. He is not tech oriented but extremely bright business wise and competent msft software wise. It amazed me when he said that AOL was his preferred way to go. Broadband was faster yes but time allocation setting up modem etc. were disadvantages for him plus in AOL his interest points were already pinned down.

To: E. Davies who wrote (15970)	10/6/1999 10:33:00 PM
From: GraceZ	Read Replies (1) \| Respond to of 29970

Openning the cable 2-3 years in 2002....might as well be an eternity. The OpenNet guys will still be in court. Just think about all that has changed in the last 2-3 years. When did you first hear about AMZN (remember the ATHM push for 100,000 subs)? I'd say that Case has less than a year left on the clock to make a deal with ATHM and then the window will close. He's just a little too arrogant. He needs to learn a little something from Bill & Andy about being paranoid. The crying to the feds really rubbed me the wrong way. I wonder if all these local governments and consumer activists realize how much they are being used as leverage. My parents had a great solution when my sister and I would fight around them....they punished both of the offenders, no matter who started it (it didn't keep us from fighting, but we kept it under wraps and away from them!). This is sort of what has happened to both ATHM and AOL stock. They both got punished for not getting along and AOL's crying to Mom & Dad. First off, it pointed out to the public that AOL didn't have a broadband plan, after that everyone saw that AOL might have a problem in the near future executing their business plan (lofty stock price needs flawless execution) The next realization was, if AOL can't execute, how could ATHM? ATHM w/ Excite is the same business plan as AOL. Personally, I'd rather see a "strategic partnership" before any kind of merger. If I get a bunch of AOL stock, I'm outta here.