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To: Fouad Nahas who wrote (981)	7/15/1998 12:42:00 AM
From: Frank A. Coluccio	Read Replies (1) \| Respond to of 3178

Hi Fouad, and welcome aboard! >>After AT&T take over of TCI , do you see this happening in Canada , i.e Bell Canada or Sprint taking over Videotron or another cable company such as Shaw or Rodgers?<< We may be counting this one as a done deal prematurely. For some reason, Armstrong is starting to look a hell of a lot like a guy named Smith, and Mallone hasn't changed a bit, as far as I can tell. There are many so problems in this deal, IMO, that it could wind up discouraging future deals of a similar kind, counter to what you have suggested. And ironically, those latter potential deals you mentioned might actually make some sense. In short, I don't know, and would not hazard to guess, except to state that any future deal makers in this arena had better do a lot more due diligence, both with the operations and engineering departments and the controllers office of the takeout company, _before_ signing any papers. As a side note, and for a touch of humor, on CNBC this morning one of the anchors stated that while Mallone and Armstrong were both at Lake Tahoe or somewhere during a conference over the past several days, Armstrong was kept away from Mallone by some aides, for fear that Mallone would take even more away from T for the sale. FWIW. >>Can Bell survive without getting into fiber optic network? In Canada there are no equivalent to Qwest, that I know.<< That is a curious and somewhat self-answering question, if you think about it. If Bell Canada has nothing like QWST to compete against, then where is the threat to Bell that would prompt them to protect themselves against someone like QWST? Regards, Frank C.