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To: E. Davies who wrote (18874)	1/16/2000 1:06:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 29970

Hello Eric, Would you mind expanding on how AOL is going into "distribution?" "Moving into distribution is not necessarily an outrageous choice (like AOL did), though more likely they will buy some real media properties."

To: E. Davies who wrote (18874)	1/16/2000 4:17:00 AM
From: JayPC	Read Replies (2) \| Respond to of 29970

Hi Eric I can actually see some good reasons for Yahoo and ATHM to have far closer ties Excite is inhibits this. though more likely they will buy some real media properties. Why would YAHOO buy real media properties when they can achieve the same content goals through content agreements. ATHM didn't have to buy Fox to get Fox Video News. AOL didn't merge with TWX because they wanted content or the cable pipes. AOL merged to satisfy Case's ego. Thinking that other internet companies should follow suit is wrong. Yahoo! doesn't need to own the distribution channels for its product. It doesn't need to own the content. It just has to be the best place on the net to find the content and have the best content available. YHOO just like AOL needs to do something fundamental to it's business model to justify its $100 Billion market cap. Is AOL's market cap justified now? Try valuing AOL/TWX on a media stock P/E basis. In 3 years AOL/TWX will announce a tracking stock "to fully exploit the value of it's internet properties" Regards Jay