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To: Christiaan McDonald who wrote (6324)	1/6/1999 10:23:00 AM
From: Pikeaholic	Read Replies (1) \| Respond to of 21143

Hey after all the "footwear" noise, we're looking at 3 1/2 on strong volume. Could this be a move to 4. Maybe a press release is forthcoming, it's about time. RD

To: Christiaan McDonald who wrote (6324)	1/6/1999 12:24:00 PM
From: Goodboy	Read Replies (1) \| Respond to of 21143

Another analyst, this time for Time Warner, has weighed in on how the digital deployment will play out. He expects that Time Warner will stop ordering advanced analog in mid 99 (analog/digital hybrid that GI has been very successful in marketing) and begin to order only the advanced digital boxes (both the Pioneer and SFA models). They will promote and market these advanced boxes first to the homes that have already paid up to get the advanced analog (more channels and more Pay per view). They will then market the returned advance analog boxes to those who still have a regular analog box. In addition, they will be more agressive in marketing to the subscriber who has averaged buying 1 to 2 movies on pay per view per month or subscribe to 1 or two premium services (this strategy shows the importance of the extra revenue that will be generated by VOD). Time Warner is targeting a 50% penetration rate for the combined analog/digital hybrid boxes and the new fully digital interactive boxes. On a side note, the delays in rolling out the Austin market and others for Time Warner were software related a few months ago, but the recent delay (keeping an early December launch from occuring) was related to the channel selection and functionality of Time Warners new Athena TV service, which will be a direct competitor to Hits (TCI's head end in the sky service). These issues are being finalized at this moment and many of these markets are ready to go live digital. Then services will be layered on commerically one by one in each market with the scaling efforts being monitored closely for perfomance and system integration.