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To: 16yearcycle who wrote (3418)	11/24/2000 11:25:57 AM
From: Bill Harmond	Read Replies (3) \| Respond to of 57684

Long-term I think it's great. I'm wondering how much the AT&T Broadband spending freeze on cable telephony impacts them, and I don't have the answer at hand. I remember our lunch in September when Henry Nicholas was hanging his hat on cable telephony...remember all his talk about instant line provisioning, etc? That said, I doubt any of this has much to do with digital cable's roll-out, which is proceeding apace. My PM's (you know who I mean) love the company, and I consider it core.

To: 16yearcycle who wrote (3418)	11/24/2000 11:26:18 AM
From: Si_Detective	Respond to of 57684

If I believe the drop is due to slow down alone, I'll buy it heavily, but I think it's more than a slow down, it's competition also, and this is the part that I think many(retail investors) still haven't realize yet.