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To: ahhaha who wrote (1017)	1/1/1998 7:35:00 AM
From: Bob Zacks	Read Replies (1) \| Respond to of 29970

My guess is it is a deal that gives local access to AT&T . IN return maybe cash and or support on AT&T backbone as @home's subscribers # grow explosively and eat up bandwith.

To: ahhaha who wrote (1017)	1/1/1998 8:43:00 AM
From: Paul Weiss	Read Replies (1) \| Respond to of 29970

Greetings and happy this year! I'd like to comment on your thoughts about the possibility of T and ATHM playing together politely. I don't quite understand all of the technical shorthand (what's copper r.o.w.? RDC and loop 7/24?), but I think I follow the gist. First, it does look as if AT&T and ATHM will strike some sort of deal. The way it will play out is difficult to figure out, in part, because of the complexity of TCI Cable's complex corporate structure. TCOMA needs the $$ to build out the HFC infrastructure, but TCIVA owns the 39% stake in ATHM. It's the cable companies that are responsible for the capital expenditures... so how we get T's money into TCOMA's pockets? T buys TCOMA? No? T buys percentage of TCOMA's revenue stream from TCOMA? This my best guess, currently. Regards, Paul

To: ahhaha who wrote (1017)	1/7/2000 10:20:00 PM
From: Solid	Read Replies (1) \| Respond to of 29970

Top pick Your old post is an interesting read, from 1/1/98. Foresight. From the fool thread: Hot servings for the century ATHM, BLCI, HCP among picks by Bill Valentine January 7, 1999 Looking forward into 2000, I'm particularly excited about the opportunities for my U.S. stock holdings that were hurt in 1999. Last year was the year for high flyers, tech stocks, IPOs and dot coms. This very well could be the year for contrarian plays, small caps, and value stocks. Below are three examples of each from my portfolio. Excite AtHome Corp. (ATHM) If there were ever such a thing as a "contrarian" Internet play, this would be it. Excite AtHome is the resultant company formed by the combination of the No. 2 search engine and the No. 1 provider of cable access to the Internet. Nine months ago (a decade by Internet standards), this was arguably the hottest Net stock going. The stock peaked at $99 last spring before sliding to the $40s where it's remained ever since. Much of what's dogged the company is Wall Street's befuddlement with AtHome's purchase of Excite, and their inability to translate the combination into a dynamic company. However, I believe that the recently announced creation of a tracking stock for the content side will unlock hidden valuation for the company (to be seen as two parts of a whole). Additionally, cable is clearly winning the consumer broadband distribution battle. I expect the AtHome side of the company to begin to pound out content distribution agreements with most of the leading ISPs, and the stock to set a new high before year-end.