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To: Jing Qian who wrote (5002)	2/1/1999 7:01:00 PM
From: Stuart C Hall	Respond to of 29970

Today's T and TWX JV: TWX is vested in RoadRunner. T signs JV with TWX and gets telephony by upgrading TWX's pipe. ATHM gets ____ out of this deal? Please fill in the blank. ;-) Blocking yourself (ATHM) to block out AOL doesn't make sense.

To: Jing Qian who wrote (5002)	2/1/1999 7:19:00 PM
From: lnkennedy	Read Replies (1) \| Respond to of 29970

1. T + ATHM = video telephony. T + TWX(roadrunner) = vid tele 2. After FCC hurdles ATHM buys R2 from TWX, no successful BB w/o content and R2 isn't the priority to TWX that it is to T. 3. Meanwhile, re hurdles, T joint ventures w/ any and all remaining cable co.s to assure USA footprint for 21st century, universal vid tele. T needs the last mile to avoid the overhead. 4. ATHM becomes T's vehicle to spread BB. Buying add'l fiber as it can to provide the long distance connection, see QWST, LVLT, etc. MSFT sees now what T is up to and its recent purchase in England is w/ heading off T for its own 'always evil' purposes. Please critique and destroy, lnk

To: Jing Qian who wrote (5002)	2/1/1999 8:08:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 29970

I'd put the T-TWX press releases aside for a moment, when considering ATHM's future potential use of telephony services. The future of voice and personalized video over cable (both voice and video are assumed to be in the offing, but I will only refer to voice here for simplicity) and T's POTS aspirations should not be confused with one another. There are numerous applications demanding of the audio-telephonic idiom besides the obvious POTS alternative which T is discussing with the cablecos. VoIP will be essential as an interface for many e-commerce applications whch are very much a part of ATHM's future. There are closed user group (CUG) applications, such as trading floor apps (yes, even for day traders who work at home when ATHM sanctions SOHOs), and conferencing for educational purposes for students and others who are homebound or too remotely situated to participate in person. Company analyst conferences (CCs), mixed media dialoging for business purposes, musical entertainment, etc. ~~Couldn't you just picture AHhaha and Hiram going at it over the merits of vapor versus iron, on a dealing-room- like hoot'n'holler channel here in SI for all to hear?~~ I could create a very long list of applications for voice and other audio-based applications, other than POTS, that ATHM could and eventually will capitalize on. They will have to. Not the least of which will be an alternative form of emergency 911. The City of NY could have done with such a feature today -- when its 911 emergency reporting system was knocked out of service for a couple of hours - as did its emergency backup system! [No, for those who are wondering, BEL doesn't maintain that system for them. They've outsourced the internal communications and call routing features to someone else.] BTW, as we type here, the city's top officials are still assessing the impact of the worst kind caused by this disaster, in terms of loss of life and property. This is some very serious stuff, and it should serve as a reminder to those who would pooh-pooh the criticality of lifeline characteristics in cable-iphony going forward.