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To: Rob C. who wrote (20036)	3/9/2000 10:34:00 AM
From: DYW	Respond to of 29970

I would imagine that if there is a problem with AT&T owning even a stake in both of the cable internet providers, there would definitely not be any chanve of a full merger between the two to be allowed by federal regulators.

To: Rob C. who wrote (20036)	3/9/2000 10:39:00 AM
From: M. Frank Greiffenstein	Read Replies (1) \| Respond to of 29970

Do you really think that will happen? I wonder about the legal implications of the only 2 major cable ISPs getting together. DocStone

To: Rob C. who wrote (20036)	3/9/2000 2:48:00 PM
From: Maverick	Respond to of 29970

T&AOL may merge RR w/ ATHM,then T sells some RATHM stake to AOL to appease regulator and begin a partnership for B2C & B2B. ALso, ATHM would sell Excite to AOL. ATHM would become a pure ISP delivering content for its masters. This would be a strong catalyst for ATHM stock. This makes sense as T needs AOL's reach & content while AOL needs T's wireless & wireline network. The bottom line is selling more content, subs, unifying services, expanding footprint, keeping eyeballs hooked, expanding E-commerce in B2C and B2B. Attracting eyeballs has accorded AOL, YHOO astronomical valuations. Furthermore, what motivates T & AOL partnership is B2B. Together they would make a big splash in B2B. Cox & Comcast would not let T sell some stake of RATHM cheap to AOL. After the dust settles, T may have 2 votes, AOL 1 vote, Cox 1 vote, Comcast 1 vote, so that no one could dominate. Therefore, RATHM is freer to do what is best for it. All infra providers would open their NW to other ISPs. Of course RATHM would get a preferential treatment such as Quality Of Service, more bandwidth, and a $$$ percentage of the content it delivers. biz.yahoo.com America Online (NYSE: AOL - news) rose $5 to $59.88 on news it is in discussions with AT&T (NYSE: T - news) to form a partnership, although AOL chairman Steve Case refrained from describing the nature of the partnership. Published reports quoted Case as saying yesterday, ``There's a variety of things we could do together.' AT&T fell $0.63 to $52.38. Shares of Excite At Home (NASDAQ: ATHM - news) took at a beating today, falling $2 to $28.75, close to its 52-week low. The drop comes on news that AT&T, which owns a large stake in the cable broadband provider, is planning to dump an as yet unnamed cable Internet property in order to appease federal antitrust regulators. The government is concerned that, since AT&T is planning to buy MediaOne (NYSE: UMG - news), and MediaOne is a joint owner of Road Runner with Time Warner (NYSE: TWX - news), the combined ownership might represent a monopoly in the broadband space. MediaOne fell $0.31 to $77.44, and Time Warner gained $3.19 to $82.50. --------------------- Is it a mere coincidence when RR VP's of Corp Devel. went to great length supported ATHM's valuation according to ATHM's Synopsis at HQ Conf in Utah ? Message 13126683 I think that was highly unusual when a competitor did that. Could RR try to convince analysts about a possible merger w/ ATHM ?