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To: ahhaha who wrote (18722)	1/12/2000 9:50:00 PM
From: Jack Hartmann	Respond to of 29970

I was looking at the total subscribers for cable broadband when I thought of the lead. Let's see AOL-TWX in six months. I think TWX as a cable operator was horrible in the Northern IL area. Their incompetence (in getting clear reception) caused many to switch to Direct TV and Dish Network. The media wants ATHM to do something whether or not it benefits ATHM in the long run. They were prodding AOL to have a broadband strategy by the end of 1999. So AOL gets TWX. What is ATHM mission? Good question. Hopefully it is the faster braodband in the home or business and 2 million subcribers in 20 months or less. Maybe the ship is sinking. As long as revenue growth is positive, earnings are up, and subscribers are increasing, I'll take my money and put it in ATHM. Momentary icebergs or a befuddled captain don't bother me now. If I bought in at $80, I'm sure I would be speaking differently. Jack

To: ahhaha who wrote (18722)	1/12/2000 10:51:00 PM
From: Educator	Read Replies (2) \| Respond to of 29970

"The AOL-TWX thing is a great opportunity to take back the lead. That requires courage, the courage to close the campus and to choose a new direction, but to choose some direction. Define the company." Okay, Ah, it's now a little late to crawl back to AOL. AOL has its broadband with RR. Door number one is not available. What specifically should be ATHM's new direction? I know AOL was a part of your plan A. Do you have a plan B? Does ATHM need to be part of a major deal? Can we survive with a mediocre portal & fat pipe combo? Who do you see as future ATHM allies? BTW, when I hear the talk of a counter mega deal (especially where Yahoo's concerned), ATHM is rarely mentioned. It is seldom on anyone's short list. While these questions were directed to Ah, I welcome other musings. Ed

To: ahhaha who wrote (18722)	1/13/2000 12:40:00 AM
From: gpowell	Read Replies (3) \| Respond to of 29970

The time for a strategic partnership with AOL ended the day Jurmoluk bought excite. This act didn't define ATHM's direction, a marriage of content and distribution, but made it virtually impossible for Jurmoluk to back away from that business model without looking like a dolt. More than anything, in buying excite, Jurmoluk limited his maneuverability to remake ATHM into something more than an ISP - what term was coined for that.. an ISP to ISPs. They could have done this on their own terms - gradually implementing the concept right up to the end of exclusivity. Perhaps it is not too late for Jurmoluk to admit his mistake - and spin off or sell excite.