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To: Xenogenetic who wrote (5325)2/11/1999 1:07:00 AM
From: Uriel Yepes  Read Replies (1) | Respond to of 29970
 
I don't see anything new in this latest press release. IMO T is positioning ATHM to be AOLs equal in this fast network. Although I am impressed by AOL last count, can you imagine ATHM's rampup in the near term. IMO we will see that Worldnet/ATHM deal very soon. It is not only AOL but all these new mega portals need speed. Yahoo/Geo-Lycos/Usa-Seek/Disney. Your right Adam, I also believe Mr. Armstrong is very smart and is playing AOL right against a corner. You don't invest Billions and hand them over to Steve Case.



To: Xenogenetic who wrote (5325)2/11/1999 8:45:00 AM
From: Frank A. Coluccio  Read Replies (1) | Respond to of 29970
 
Adam

Welcome aboard.
Re:

>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. <<

I think I spelled out T's insurance policy in:

Message 7764520

Regards, Frank Coluccio