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To: Frank A. Coluccio who wrote (17690)12/8/1999 9:02:00 AM
From: Michael L  Read Replies (1) | Respond to of 29970
 
This seems very important also. Especially the last part :-)

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.

And yes, we do envision revenues resulting from our role in providing "Internet transport services" to other ISPs who will eventually
have access to AT&T's cable plant.

"Finally, the letter to Chairman Kennard indicates that other ISPs will not be able to market directly to AT&T's cable customers that
have already chosen the Excite@Home high speed service. We have a million subscribers now and by the time our exclusive
arrangements begin to expire in June 2002 we will have many millions more."