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To: howsmydrivingal who wrote (200)	9/29/2001 8:00:36 AM
From: Puck	Respond to of 787

I never understood that Digeo had as a goal providing content delivery for broadband internet access providers beyond Charter. Needless to say that AOL and AT&T Broadband each have their own content delivery companies. It's not obvious for me that Digeo has much more potential to grow beyond Charter in the U.S. market unless they steal some of At Home's customer base. Of course there might be a window of opportunity for them to do so given that At Home will in all likelihood be entering a bankruptcy restructuring and givent that At Home's customer contracts will be expiring in the next year or two. I don't know who provides broadband content overseas, but it would seem to me that the international market might have some possibilities. I've wondered if Naveen Jain, given his background in India, might situate Infospace well to penetrate the Indian markets, but nothing has happened so far. AOL has a partner in India that I believe is on the edge financially as well.