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Strategies & Market Trends : ahhaha's ahs -- Ignore unavailable to you. Want to Upgrade?

To: M. Frank Greiffenstein who wrote (489)	11/29/2000 9:06:31 PM
From: KailuaBoy	Read Replies (1) \| Respond to of 24758

Doc, AT&T announced a similar trial earlier this year and the Canadian MSOs are mandated by law to providing OA. As far as I know ATHM is the only ISP offering services over Rogers and Shaw cable plant. I view this OA thing as a very big opportunity for ATHM to open up a new revenue stream. Every Juno customer to be put onto the cable plant will mean a little revenue for ATHM. Similarly, the DSL providers that are imploding now could be bought by an ATHM for pennies. Become the broadband facilitator not the cable company two-bit hoe. The value goes up as ATHM begins differentiating the distribution of content. It's the way out. KB

To: M. Frank Greiffenstein who wrote (489)	11/29/2000 10:03:34 PM
From: gpowell	Respond to of 24758

Can you (or gpowell) honestly tell me that the Comcast news comes as no surprise at all? No this isn’t surprising. It might be surprising if Juno were using their own BB network. Otherwise, it’s assumed that multiple ISP’s gaining access through a national distribution system is the logical open access model. At least it is the model preferred by ATHM and their MSO partners. This Juno announcement is consistent with that model. When I posted that Comcast and Cox stick with ATHM, I meant they stick with @home as their NDSP. However, even that view comes with a caveat. From the links provided in the preceding post, you should distill that the thinking several months ago was that eventually 3 or 4 NDSPs would emerge to service last mile providers. How long the evolution to multiple NDSPs takes is still anybody’s guess, but probably depends on just how much profit there is in this “space.” So far no ones has proved that they can make a profit, if that continues then ATHM will eventually be absorbed into AT&T, and Excite will spin out (since no one will buy it) into a separate company. More links to past discussions: Message 13793616 Message 13800064