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To: ahhaha who wrote (17661)	12/7/1999 10:51:00 PM
From: Cape Blanco	Respond to of 29970

Good on you mate

To: ahhaha who wrote (17661)	12/7/1999 11:34:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 29970

A6 and A7 are only partial responses to the questions asked. What they omitted stating concerning the collateral work that must be done in the head ends and DOCSIS provisions in the CMTS and STB levels, and to a certain extent in client desktops, speaks louder than what they did state. Furthermore, if the solution was as simple as merely integrating the ISPs deeper into ATHM's own core network (i.e., the ATHM backbone), then they could very easily do that much sooner than the two years they've referred to, beginning almost immediately. [I'm not saying that the deeper integration fix wont work, only that it is non-intuitive and will result in ATHM being in the driver's seat whenever those unavoidable arbitration issues arise, such as arbitrating over bandwidth resources. Not a very good solution, nor very open, as Internet-related affairs go, unless we're talking about the ISPs looking to outsource their bread and butter differentiating qualities, and I doubt that that is what they want to do.] If you examine the answers in 6 and 7 carefully, you see that it really isn't T/TCI or Cox et al who are going to allow colocation and resource sharing within their hard infrastructure elements. Rather, it is their surrogate in this whole affair who will be doing that for them, if the answers in your post hold true. And if they do hold true, then the surrogate will be ATHM.

To: ahhaha who wrote (17661)	12/7/1999 11:37:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Glad you found that. I had seen it but didnt feel I could repost without permission. I addition to your highlighting (ATHM will provide all the IP transport) I also found the following worth emphasis: A11. Following the expiration of our cable partners? exclusive obligations to Excite@Home (which expire between 2002 and 2006) we expect to have strong continuing relationships with these partners. We also anticipate striking new business deals to provide broadband services on other platforms such as wireless and DSL. In those areas where are cable partners operate, we are currently limited to offering high speed residential Internet services using the cable facilities. The end of exclusivity will allow us to leverage both our technology and broadband content expertise to enter new markets and serve new customers.