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To: pater tenebrarum who wrote (42617)	11/30/2000 5:17:30 PM
From: PMG	Read Replies (1) \| Respond to of 436258

I think it is quite certain that the merger is going to be approved to. Opening the cable network may even be a good business decision. Today DT and T-Online presented results. T-Online was especially sold on the thought that the 4th quarter would be accompanied by stronger marketing expenses because of the xmas season. The fight for market share is still running with fierce competition, marketing-income is slowing at the other hand. I am about certain that AOL will have to issue a profit warning soon as they had to play very poor tricks even to satisfy last quarters expectations. This will be the day when the stock is 25% down and then the sh*it is only to start as TW shareholders will no longer feel fine with the story. With the fast pace of technical progress an ISP must write off equipment very fast to be prudent. So it all boils down to an operating surplus which just does not exist until the internet matures. I give AOL $5 in a year;-) Lets see & nice evening PMG