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To: Bill Harmond who wrote (148024)	9/24/2002 9:40:43 PM
From: GST	Respond to of 164684

You explained some key aspects of the network business -- thank you. I do not pretend to understand this business. In the past I have questioned the valuation of Yahoo. And I don't see the subscription value in AOL at all. nor do I really see the idea of either of them being alternative delivery channels in the way that networks are -- but I do see them competing for advertising dollars. It seems to me that the portals will gravitate towards fee-based interactive services -- email, online boy/girl surfing and other mainstream commercial services. I do know your views on most of these issues.