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To: GraceZ who wrote (23079)	6/8/2000 7:15:00 PM
From: FR1	Read Replies (1) \| Respond to of 29970

It has been a while since I heard a rundown on who owns who (and who is bigger than who in footprint and $) in the european cable wars. Can somebody give us a overview? Especially since some talks seem to be going on: ************************* Redwood City, California, June 8 (Bloomberg) -- Excite at Home Corp. (ATHM) rose 2 1/8, or 11 percent, to 22 5/16 and traded as high as 22 3/8. The provider of high-speed Internet service over cable lines is in talks to merge with Chello Broadband NV, the Internet Unit of United Pan-Europe Communications NV, the Financial Times reported, citing people familiar with the talks.

To: GraceZ who wrote (23079)	6/9/2000 12:31:00 PM
From: Gaffa	Read Replies (1) \| Respond to of 29970

kinda OT: Message 13853540 If you haven't already discovered it, this one sells MMDS(one flavor of wireless broadband) infrastructure stuffs, but also optical networking things (think F in HFC), not to mention their DSL stuffs. Looks to me like they are spreading their broadband infrastructure bet nicely across cable/wireless/dsl, somewhat like AOL's spreading their bet on the consumer product level. And yes I have a long position there, but feel free to do your own research.