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To: E. Davies who wrote (4430)	1/19/1999 12:29:00 AM
From: ftth	Read Replies (1) \| Respond to of 29970

re<<This is why AOL is such a success, not because it is good, but because it is familiar and everyone else uses it too.>> Good point, although perhaps it is more "fear of the unknown" driven by familiarity on the part of AOL users, whereas the users of the YHOO's, XCIT's, LCOS, etc have no such fears. Still, brand loyalty is (or at least has been in the past--maybe that's changed now too) a powerful thing. dh P.S. You're doing a great job in the "refute the naysayer" role. Not sure I agree with all your refutations, but good job nonetheless.

To: E. Davies who wrote (4430)	1/19/1999 4:47:00 AM
From: Jay Lowe	Read Replies (3) \| Respond to of 29970

>> What you are buying is a) time and b) reputation I get it about TTM. That's a call that ATHM is best positioned to make based on what they know. I'm sure they considered the alternatives carefully. It comes down to reputation, which is where I started. Is XCIT worth $6B of eyeballs? Hint: Saying "Yes" is a vote of No Confidence for ATHM's ability to yank those same eyeballs away from their sticky profiles with an assortment of broadband killer apps. The stronger ATHM's broadband value, the less valuable XCIT's existing eyeballbase. I agree the synergy is way cool. Is it $6B way cool?