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To: Bob Zacks who wrote (3001)	10/28/1998 7:52:00 PM
From: Michael P. Michaud	Respond to of 29970

Some on the Yahoo board (which I only checked today because SI had a sever error) believe that the Shaw and Rogers Cable cos. already have to share their lines per order of the Canadian FCC. If this is true, does anyone know how @Home is faring in those markets?? How are revenues/profits divided in that regulated environment, and more importantly, how are they serving all the different local ISP's who want to use the pipe????

To: Bob Zacks who wrote (3001)	10/28/1998 10:26:00 PM
From: ahhaha	Read Replies (1) \| Respond to of 29970

I've made various arguments about "sharing". You are not convinced that any of them have meat. It's very easy to have the concern you've expressed, but the issues are far more complex than a government mandated "sharing" could legally address. Consider that TWX-Road Runner would have to share its lines. I believe that only telephony could come under the auspices of a FCC ordered "common carrier" like status. That means that ATT couldn't be the exclusive provider of telephony on TCI lines. In contrast broadband services seem like an entirely different class of communications. Perhaps more down the line of entertainment than communication. I don't know what you mean by sacrificing ATHM. Do you mean that TCI and the other partnering MSOs would have to divest themselves? If ATT builds there own wire system, does the government have control over it? There are many private networks over which the government has no authority. What is private? When does a network come under the government purview? When it creates exclusivity among participating interests? It will take a Supreme Court decision , but I believe copper Internet will be judged to be sufficiently different and cable judged not hostage to copper common carrier status. That kind of status would arise among competing providers of broadband services, but only when telephony is offered. Copper ISPs must align themselves with fiber networks, if they wish to provide broadband service.

To: Bob Zacks who wrote (3001)	10/29/1998 2:47:00 PM
From: E. Graphs	Read Replies (2) \| Respond to of 29970

This guy isn't living scared. In fact, he sounds all too confident. fnews.yahoo.com >>Now the new bogeyman is cable and telephone. But who? ATT WorldNet?I don't think so. The Financial Times told us that T (Nasdaq:T - news) wanted to buy AOL, but it wasn't for sale. Now they are going to crush AOL? With what? MCI WorldCom (Nasdaq:WCOM - news) -- not a factor by its own admission. Time Warner (NYSE:TWX - news) ? Hold it. TWX spent millions upon millions of dollars developing Pathfinder, its own, in-house AOL, and what does it do this quarter? It makes AOL the exclusive People provider, a tacit admission that AOL has beaten Pathfinder. TWX is retreating, not advancing. Cox Cable (NYSE:COX - news) ? Oh please. Are we talking about At Home (Nasdaq:ATHM - news) Maybe a few hundred thousand have debated that system. AOL has paying users, millions of them. >>That cable/telephone challenge has no business being in the fourth graph because there is no effective challenge right now. Don't make one up to confuse us, please. >>Now, the high-speed Internet access threat. Again, with the At Home? The numbers don't add up. Are you talking about open systems? AOL is opening its system; heck, that was one of the most stressed points on the call. Who is this challenge coming from? Who is this competition? Yahoo! (Nasdaq:YHOO - news) ? Nope -- not pushing that challenge. Infoseek (Nasdaq:SEEK - news) and Excite (Nasdaq:XCIT - news) ? I don't think so. They fell behind AOL this quarter. (I am short SEEK.) IBM, Intel? Microsoft? Ameritech (NYSE:AIT - news) ? The government? A fifth column somewhere? The Journal itself? No one. That's right. No one. >>At this moment in time, this snapshot of the world, there is no credible counterforce to AOL, which is why it had such a great quarter to begin with, and why its dominance is less an issue now than any other time I can recall.<<