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To: KailuaBoy who wrote (20366)	3/29/2000 11:35:00 AM
From: Ron Dior	Read Replies (1) \| Respond to of 29970

I am curious as to what AOL/TWX answer will be to this move by T/excite/@home. Seems like the battle lines are starting to be drawn. Case is probably in the board room as we speak acting out a scene from a Wile E. Coyote/ Road Runner cartoon. Ron Dior

To: KailuaBoy who wrote (20366)	3/29/2000 11:43:00 AM
From: yellowfintuna	Read Replies (1) \| Respond to of 29970

36 3/8

To: KailuaBoy who wrote (20366)	3/29/2000 11:51:00 AM
From: ahhaha	Read Replies (2) \| Respond to of 29970

Nope. Bell & Co. are on their way out. Notice how Att is slowly implementing what I said they would 6 months to a year ago? If I know it, it is inevitable. This also confirms the rejection of "content" emphasis and a rebirth of the importance of wholesale. As bad as Hindery was, he was right about that. The gods can't just fire another god. They have to phase one of their own out discretely. Move them up the pantheon as it were. Jermo was the first to be ported up. Now, Bell. It's the polite way to hide the failure of gods. Bell doesn't seem to see he's on the chopping block. He was his unflappable, exuberant self today. In time both Bell and Jermo will leave the company but the company will continue to pay them almost at full salary. This is the privilege of the gods. That's why you pay the university to entitle you to become a god. Something like selling the priesthood. The fact that there is now a claim on assets at 48 makes a run to that level a lock. I won't explain why because I'll get a lot imbecile comments and frankly I don't give a damn about bothering to refute patzers. Besides, I agree with Joe: Today on CNBC Ted David - "Where's Joe? Oh, there he is." Ted (to Joe, off camera)- "I don't know where you've been, because you're never here." Joe Kernen (on camera) - "That's the way I like it".

To: KailuaBoy who wrote (20366)	3/29/2000 12:33:00 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

Looks like they took your idea KB: Our leadership position in broadband enables us and our cable partners to better pursue a wholesale business for third-party Internet Service Providers in addition to our existing business model that will make the cable platform even more competitive with other emerging platforms and attract more consumers. Specifically, the agreements we announced today will help us facilitate the kind of relationship contemplated in the December 6, 1999 letter between AT&T and Mindspring or such other arrangements as our other cable partners may wish to enter into. We believe that as we move into the next phase of leading the broadband revolution, we have the necessary assets to be the leaders in delivering broadband to consumers with our cable partners and wholesale services to third-party Internet Service Providers. These assets include: -- The only network optimized for delivering broadband to consumers -- The most experienced and deepest engineering team for managing the many complexities of broadband delivery; -- The only portal, excite.com, whose content is optimized for broadband; -- New ways of assuring the fastest installation of broadband of any broadband service provider; and -- An existing infrastructure that has more broadband customers and experience and the largest broadband footprint of any other broadband infrastructure. We look forward to making these assets available with our cable partners, on fair commercial terms, to third party Internet Service Providers. While we face technical challenges in this effort, we are confident that we will be able to meet them