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To: David Harker who wrote (5315)	2/10/1999 6:25:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 29970

Well, let the games begin. I get nervous anytime a company needs protection in order to succeed, whether from the government of from barricades. The best ATHM can hope for is to get some isolation and critical mass while it develops content that can only be provided through the big pipes. And yes, AOL is large enough that it can afford to develop specialized content along those lines while maintaining its narrow band and soon-to-be DSL content. I still like ATHM and AOL as two holdings for the near term, and we will have to see where they both are in a year or so. BWDIK

To: David Harker who wrote (5315)	2/10/1999 6:46:00 PM
From: Phil McCrevice	Read Replies (2) \| Respond to of 29970

Gotta read the text... Armstrong suggest that it will take "four to five years" before T investments in cable will have a full effect on consumer choice. I see this as T's olive branch to special interests and other content providers like AOL at some point in the future after some revenue models can be developed. In the meantime, it's ATHM's show on T's network. Just the ticket to rack up millions of more subscribers and create more brand recognition for ATHM. FYI... TCI is actually scheduling people for ATHM service in Los Gatos and Saratoga (Silicon Valley). About time ! Phil

To: David Harker who wrote (5315)	2/11/1999 12:19:00 AM
From: Xenogenetic	Read Replies (2) \| Respond to of 29970

Just my $.02, but I don't think that T will be doing anything to tarnish ATHM's future. Too much invested with XCIT deal and plans for WorldNet swap for ATHM stock. Looks like Armstrong is trying to scrap up as many brownie points with regulators as he can. Smoke 'n mirrors basically. The key statement in the article that leads me to say this is T needing 4 years to recoup their investment. If T allowed AOL and friends to jump into the sandbox it would take a lot longer than 4 years to recoup their investment. P.S. I enjoy the high-end posts here at SI and want to thank you all for 'em. ahhaha's are especially fun to read.