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To: ahhaha who wrote (1418)	2/23/1998 5:16:00 PM
From: John J H Kim	Read Replies (2) \| Respond to of 29970

I think the future here to bet on is that the internet in the long run has to be more beneficial to TV rather than PCs, for that matter the two will be indistinguishible. The big money is in moving contents (movies, shows, special events, etc...). And to do that on demand. from subscribers. There really is only one avenue that will move that much content/data at the speed necessary: cable. I You are right in saying that AOL has to concentrate on content. Because once the "speed" issue has been resolved and standadized, the REAL competition for $$$ will be CONTENT.

To: ahhaha who wrote (1418)	2/24/1998 2:20:00 AM
From: George T. Santamaria	Read Replies (2) \| Respond to of 29970

I generally agree with your points but ATHM is in an excellent position to ramp up very quickly on cable. I can't emphasize enough that the cable system has the customer base already wired together in clusters -- this is probably the most difficult part of getting old-fashoined dial-up ISPs up and running. All the cable ISP has to do is grab these clusters of customers, plug them in to the head-end eqpt and sell modems. If you would read my post #1417 and it's referenced URLs, then I think that you would begin to appreciate what a long-term adavantage the cable plant has over the telephone Co. plant. Those referenced posts assert the cable network is inherently less expensive to build and maintain. Cable has superior bandwidth now and DSL will not surpass that anytime soon, if ever. Maybe you and others on this thread already know and appreciate these points. DSL the winner - no way. Even though all of the heavyweights may get behind it, they can't get a spec passed by the Baby Bells overnight and significant consumer DSL port capacity will not appear for a year or two. The bells simply can't get the wiring done any faster than that!