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To: Rascal who wrote (16542)	10/31/1999 6:59:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 29970

Who are the clowns? What products are the junk? Here is my view. Ah is your typical elitist. I suppose I am too in a way. The kind of people who watch PBS while the world hungers for Baywatch. I'm so removed from this stuff I dont even own a TV. We see the success of AOL and simply wonder. I tried it once and simply shrugged my shoulders in wonder. Compuserve was tons better. AOL is junk, Chase is a clown. So is Bell. What made AOL a huge success is mass bombings of disks and inane chat rooms. The masses like mediocre. So what does Excite need? More junk. Like those electronic greeting cards from Bluemountain. I'd never even heard of Bluemountain until I saw not too long ago a list of the top non-portal web sites. For that week it was #1! Excite (not @home) needs to be run by people who could just have easily have been game show producers. People need entertainment from the internet. The killer app behind all communications mediums has always been entertainment, and it always will be. When Hollywood comes to the internet full force dial-up will blow away in the wind. Excite hosting the Emmy's on the internet and hosting things like "Talkin' trash with Lola" excite.com could show they have "the right stuff" for the coming storm. Even more importantly as Ah said, people like this are willing to just keep on throwing stuff out at the public until something sticks. They dont try very carefully to prefilter whether its good enough for people to want. Thats what the people pleasing business is all about. Eric

To: Rascal who wrote (16542)	10/31/1999 11:14:00 PM
From: ahhaha	Respond to of 29970

Jermo, Perko, Bell, and senior management not including Medin and Hutchinson. The junk is all the little things I see wandering across my @Home screen like "Corbis", "tune-in", "cash clicks", "pop art", "deals and dreams", etc. These categories aren't all junk only most of them, but they're presented poorly. No creative imagination. Dumb animation and boring text doesn't make it happen. Excite?!'s presentation is circa 1995. And all of it follows the rectilinear AOL model. Evolution is good but chasing devolution is contrary to success. The paragraph was asserting that micro-management based on old models fails. The clowns are fumbling as evidenced by the presentation and so they will find it isn't working and try something else. This doesn't happen in an IBM. IBM doesn't take enough chances to wander into escapades, so they must concede the higher return for stability of return. A young company hasn't found the sure thing that in time buries them. I only wish that ATHM would stop making deals and start making creative breakthroughs on the originality front. That doesn't take any more assets. It takes getting the assets you have to perform. The company has chosen product differentiation over product continuity. They had no real choice because the latter is determined by the access provider. It becomes especially sticky when the main access provider is the majority shareholder.