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To: Panita who wrote (18553)1/10/2000 8:27:00 AM
From: Uriel Yepes  Respond to of 29970
 
My thoughts exactly.The broadband world has definitely changed and this means athm is in the middle of it. Dis Fox GE & Yahoo have got to be looking at this deal and must have access and that means either mergers or deals. What will T now do? This has to mean another deal.



To: Panita who wrote (18553)1/10/2000 8:38:00 AM
From: Educator  Respond to of 29970
 
"Finally open access is dead because AOL was the financial muscle behind it and its now open access is not in their interest."

Hi Panita- AOL will just say that this is what they were "forced" to do. Now...we will see just how open access minded they are.

The big question is, "What all this will do to ATHM?" You would think it makes broadband even more valuable, and thus ATHM's share price should increase. I heard David Faber mention that this will end all speculation of an ATHM/AOL deal. He also questions what this will do to ATHM and RR getting together in the future. He wonders if that is dead, too. He thinks this merger might be a negative for ATHM, thus giving them more competition.

Doesn't Media One have a stake in RR? How will this figure into matters? My memory is not sharp on their RR position and relationship.

Ed