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To: Frank A. Coluccio who wrote (4075)	1/10/1999 4:44:00 PM
From: E. Davies	Read Replies (2) \| Respond to of 29970

Thanks for the reply. As I read it, it sounds like the seperation is fairly clear. The MSO's own the local network and ATHM purely provide the "bigger picture" ISP funcions. I had in my mind that ATHM had at least supported the development of the local network architecture. While not at all unexpected ias I see it does put ATHM in a couple of potentially difficult situations: 1) They depend on the MSO's to keep the network working properly and to handle upgrading of the network as it gets overloaded. Of course they have always been depending on the MSO's, for example in installing the HFC at all. But ATHM will be the one to get the blame. 2) It sounds as though the seperation is clear enough that it will be straightforward for the MSO's to offer multiple ISP's on thier network, the only issue being that the bandwidth consumed by one ISP will effect the bandwith available to another. Its not surprising that ATHM will someday face competiton in it's own space, nothing is ever that clean and simple. Of course the MSO's ownership of ATHM, the exclusivity agreements, ATHM's head start, association with AT&T and significant funding are powerful competative advantages. Eric