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To: Thomas G. Busillo who wrote (30060)	3/13/1998 10:03:00 AM
From: johnlea	Read Replies (1) \| Respond to of 53903

wow, up 1 . . . bateman continues to bask in glory. looks like the naz is going to try to set a new high today. semi industry negative news being ignored in favor of orcl beating its lowered earnings expectations. even ignoring orcl's concern of the furture. go figure. . . i sure can't.

To: Thomas G. Busillo who wrote (30060)	3/13/1998 6:51:00 PM
From: Kerry Phineas	Read Replies (1) \| Respond to of 53903

TB, I think on the web crap will win out of quality just like other forms of media. Even though I'm short AOL, I think they will be a significant player for years to come because they serve the lowest common denominator; much easier to use, easier to get signed up with them, etc. People want something thats easy, and the provider with the most similarities to TV will be a major player imo. ALSO I think that whoever controls the pipe will have significant power, and there will be stopping points organizing the info on the internet with some advantages. ie who owns the pipe and who directs people once the get connected. Right now local papers, local TV, etc. still have advantages over other forms of media because they have had a lot of success in 1)limiting their competition and 2) because in many cases it wasn't economically feasible for there to be multiple companies in a specific region. If those two things change(because of significant increases in cheap bandwidth?) it could be huge for all kinds of media. (so I agree with your second paragraph... if this info/broadcast alternatives/data/etc can be effectively routed/marketed to people). Man, I think I'm really full of it. (the sound card on my computer is screwed up also, so I can't listen to CNBC either. The man is out to get me, of course.)