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To: Bob Zacks who wrote (882)	12/10/1997 8:00:00 PM
From: Hiram Walker	Respond to of 29970

Bob, here's where the competition is coming from,TWX Roadrunner and UMG's MediaOne combine forces to fight @Home. Well both of these groups are not up to speed in my opinion. UMG's Media One moved from Boston to Colorado,but forgot to bring the management who built it,ooops! TWX is moving too rapidly,in my opinion,and does not have the correct architecture in place. U S West's Broadband Group Merges With Time Warner's Net Access (12/10/97; 3:00 p.m. EST) By Andy Patrizio, TechWeb ANAHEIM, Calif. -- Officials from the U S West Media Group said Wednesday that its broadband subsidiary, MediaOne Express, is merging with Time Warner Cable's Road Runner, the company's cable Internet access service, in an announcement at the Western Show cable TV conference here. The joint venture will have 45,000 initial cable Internet customers with a potential of 27 million homes available for their service. The majority of the coverage area includes most of the East Coast -- including New York, Boston, Atlanta, and Miami -- with expansion planned across the United States. A lot of specifics have not been determined at this point, company officials said. The name of the new company, who will lead it, and whether it will be a separate entity have not been specified yet. The joint venture, however, will begin operation in the first quarter of 1998, officials said. Each company is continuing to add roughly 1,000 customers each week, company officials said. "MediaOne has built the high-speed backbone, and Time Warner has built the content, so this is a complementary fit," said Doug Holmes, executive voice president of MediaOne. Their plan is also to sign up cable TV affilfitates, which will place the venture squarely in the market area where @Home is making inroads. @Home provides high-speed Internet access and content, and sells them to cable TV companies. Small and medium-sized businesses are the targets for the joint venture because high-speed Internet access through cable is significantly cheaper than through T1 lines, Holmes said. "Bringing it together now before any one of us went further made sense," Holmes said. MediaOne does have some content offerings, Holmes said, but it has not been a huge effort. It it will be easy to merger the content together, he said. Although Time Warner has the capability to provide set-top boxes, the real opportunity is in the PC market, said Glenn Britt, president and chief executive officer of Time Warner Cable Ventures. "That's where the customer interest is, and that's where we're going to focus in the coming months." Hiram

To: Bob Zacks who wrote (882)	12/10/1997 9:47:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

It's just server software that enables an efficient IP name resolution. You don't want network servers to be far behind trying to hook up all this high speed incoming traffic to the destination servers. American has written software to figure out where things go efficiently. They have vers for NT and Solaris. Sun wants to increase their penetration in the network from their dominant position with dial-up ISPs to include cable modem operators. I'm sure you'll soon here some appropriate response from MSFT trying to upgrade ancillary capabilities of NT. This isn't an issue for ATHM. Any disagreers?