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To: E. Davies who wrote (19446)	2/6/2000 9:03:00 PM
From: GraceZ	Read Replies (1) \| Respond to of 29970

Have you ever seen the size and population density of that county? The demographics are a marketing paradise. And it is the fourth city they are applying for a franchise in. San Diego is the fourth city in the last two weeks for which Western has announced plans to build a broadband network. The others are Sacramento, Dallas and Austin, Texas, and Mahon said the company is talking to officials in other cities as well. FTTH and owning the cable TV portion would give them the option of providing interactive TV services and VOD along with the phone service.

To: E. Davies who wrote (19446)	2/7/2000 4:17:00 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

Worth adding the obvious, this was pointed out to me: ATHM has no shoe-in there. Say Western builds their Net. The City will demand that they go OA and Western won't have a problem with that. They can support just about all competitors with their Pure, so AOL-TWX will get their proportionate unfair share leaving ATHM with the meagre peanuts it usually gets. There's a further consideration. ATHM can't step on the toes of Cox which is in direct competition with Western. They could lose the exclusivity that will go anyway earlier than expected. This may be moot by the time Western is fully built, but ATHM is locked into Cox to a certain extent and so to preserve the existing relation outside of any exclusivity, ATHM can't climb onto Western's system. The threat is that Cox picks up AOL-TWX in proportion to the extent Western is likely unless ATHM plays ball the way Cox would like. Even then the relation is treacherous for ATHM unless the added value that ATHM must develop and deliver is coming forthwith. ATHM must also show it can take away share from others with their presumably coming added value effort. edit: Perhaps these guys have been reading the thread, where upstream we have pointed out if you lay in FTTH you can play host to everybody in an OA world. How many ISPs are there out there? 6000?