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To: musea who wrote (395)	1/10/2000 1:52:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 419

Musea, I find the acquisition totally consistent with the direction that we speculated the internet companies needed to take. If you recall, I pointed out that the real winners will be those companies that combine a fungible product with an efficient delivery system. I think that investors are beginnig to appreciate the potency of the combination, and that's why the "click and mortar" concept is beginning to gain currency. This combination is another example of that thinking. AOL will now control content and delivery and have broadband access through cable properties. I think the potential synergies in this combination are astounding. Now we are faced with the sticky question of valuation. Clearly, the Street likes the deal with Time Warner trading up around 50% and AOL up around 2%. TTFN, CTC