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To: Frank A. Coluccio who wrote (18986)	1/18/2000 1:03:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

I'd like to see @home raise the capital on their own to take out a swath of these and some other MSOs, and end the confusion, once and for all. Do you think that that's possible? Excellent idea from the perspective of bolstering ATHM's credibility, clout and substance but, I would think... Whew... what a BIG piece of change the MSO's would wish to exact for the privilage of selling 'their land' to the 'sharecropper'. No? And any clauses in the contracts that might prevent such purchases by ATHM from the conglomeration of firms?

To: Frank A. Coluccio who wrote (18986)	1/18/2000 1:08:00 PM
From: JayPC	Read Replies (2) \| Respond to of 29970

In this sense I like to characterize @home as a service bureau with the smarts and the tools of an ISP. Otherwise, they own nothing in the last mile right now Exactly why YAHOO buying ATHM does not make sense. Advantages to not owning it: You pay nothing for last mile upgrades (except in the form of higher fees to the MSO). You pay very little for marketing (the MSO carries the brunt). You are valued as a pure internet company not an MSO (is that really an advantage?) DisAdvantages: The lines can be used by others and for other reasons and you generate no revenue (or perhaps loose revenue). ________ news.excite.com Its ShawAtHome Internet service, which provides access to the World Wide Web via large-diameter cable, attracted 37,000 new subscribers, translating into growth of 28 percent in the first quarter versus a year earlier, the company said. I think that puts Shaw near the 200,000 sub mark. Regards Jay

To: Frank A. Coluccio who wrote (18986)	1/18/2000 1:10:00 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

MSO aspect of the network ends at the headend. ATHM starts beyond there and is essentially an MSO interconnect network with the ability to go out to the non-partner cloud. Maybe I'm confused here Frank, but is this a small thing? This interconnect network that starts at the headend. Everyone including you seems to think the big problem starts at the coax leading up to the customer (primarily because of the small upstream path) Milo has stated that their (ATHM's) portion of the network is sychronous (that might not be the right word...it goes both ways equaly) so it seems to me that ATHM's network is more ready for the next solution more than the MSO's, which everyone would like to see trashed in favor of pure fiber. From a business point of view if the MSO's had started an ISP on their own they would now be looking to spin off that entity. The biggest negative, in my opinion, is that one partner (T) started swallowing up the others and now there is an imbalance of power among the MSOs.

To: Frank A. Coluccio who wrote (18986)	1/18/2000 2:13:00 PM
From: ahhaha	Read Replies (2) \| Respond to of 29970

I don't think it is possible for ATHM to get last mile physical presence. As you would put it, MSO owns that space and Att owns so much of ATHM that they would pull Jermo's strings so that any such independent move would be quashed. ATHM is in a horrible position because of this and because any other action they take is blocked by some power. The only apparent escape is to build functionality into their site and forget about "portalism" and "content". The functionality I'm suggesting isn't portal. I and KB have suggested how this might be done. The idea is to provide a specialty access framework site which provides functionality and facility. Their site doesn't actually exist yet and though Excide is working on it, they have the wrong concept. They have in mind what everyone else is doing. I am suggesting that ATHM competes with YHOO, AOL, and everyone else. They're the ones that are the enemies. The trick is not to try to subtract from the enemy's hits, but adds to them. The trick is to provide a site which has unique features, so the enemies provide links to the @Home site. We aren't talking about "content" features. Let someone else build that. ATHM just provides a link if a user wants to go there.

To: Frank A. Coluccio who wrote (18986)	1/18/2000 2:18:00 PM
From: gpowell	Read Replies (1) \| Respond to of 29970

Imagine there's no limitations, It's easy if you try, No dial-up below us, Above us only pure, Imagine all the people living for today... Imagine there's no companies, It isn't hard to do, Nothing to acquire or compete for, No AOL too, Imagine all the people living life with pure... Imagine no limitations, I wonder if you can, No need for caps or tier, A brotherhood in pure, imagine all the people Sharing all the bandwidth... You may say I'm a dreamer, but I'm not the only one, I hope some day you'll join us, And the world will live with pure. Adaptation of Imagine, inspired by Frank A. Collucio