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To: Ray Rueb who wrote (3637)	8/29/1998 10:27:00 AM
From: Rob Anderson	Read Replies (1) \| Respond to of 10081

Great idea Reub another date I would love to get a handle on is estimated subscriber counts. 10,000-20000- 30000 etc. Maybe by polling resellers we could make an estimate? I would be willing to handle my general area! Rob

To: Ray Rueb who wrote (3637)	8/29/1998 8:07:00 PM
From: Jane Hafker	Read Replies (1) \| Respond to of 10081

I'm just in and out of SI anymore, and that will probably help me make more money than less, if you really think about it, BUT, did get WEndy on Friday. We had a good heart to heart. She of course remains incredulous as are the company regulars in general. No one seems to be selling, and she stressed over and over that all expectations are going fine, according to plan, and they are very pelased. She repeated, very pleased. Again, we spoke of smart money buy selling during the yearly pan-out in AUgust, etc, and of course the effect of Novemeber futures. All I know is she had nothing whatsoever as a cause of concern. But there is one small change. the 3 phases. You especially you were waiting for the telecom carriers to be announced. That has been put off now until the FOURTH QUARTER or the FIRST OF THE YEAR. And that could be the exact reason for the dulldrums, as this stock is purely run on news and rumor at this juncture. As for Gates, they are not doing any kind of definitive planning of any specific program at this moment. He (the MSFT Corp) is still a preferred shareholder, and that is 50,000 I think. When he comes in with more, of course, that will cause a lift off again. Also, the Superbowl as a preview for the ads is out. It would take $25,000 million almost to be seen during Superbowl, and its a little late anyway. So much for my feeling they were going to do a budweiser thing, when they introduced the frogs first and then Lewie the lizard. Anyway, the ads will be highly tailered to the market, like CNBC spots, etc. Obviously. But yes, the superbowl would have been great. She said nothing has changed except they are not hyping press releases as they are just following the schedule set out months ago. And they have no reason to keep to anything set in stone, like the Portico release and the bad earnings release, scheduled and impossible to change. I have nothing but loss here, to this point, but don't seem to really be worrying about it very much.