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To: Charlie Smith who wrote (15247)	2/19/1999 9:57:00 AM
From: Jim S	Read Replies (1) \| Respond to of 21342

The internet is all about disintermediating people who hoard information. Charlie, that is one of the most profound comments I've heard in some time. That defines it exactly. jim

To: Charlie Smith who wrote (15247)	2/19/1999 11:38:00 AM
From: Neal Hopper	Read Replies (1) \| Respond to of 21342

Charlie,, I disagree that the 18 million AOL members connect for access. You can get access any where and a number of places you get access for free. The reason people use AOL is they have content people want to see. Let's look at what I am saying 1)The RBOCs have to capitalize on the on the value created from having a high speed access point. In other words, they need to figure how to make some of the money that is transmitted on their infrastructure. Let's look at the what's going on Ecommerce 1997 3bill 1998 13 bill----------->How much of this number belong to BLS=0. Yet without BLS infrastructure some size portion could not happen. 1999 40 bill (est) 2002 350 bill(commerce dept est) Now if I am T, I am figuring on how to get my part of that number. If it takes giving away the access fee so be it. If not I would have stopped after I purchased TCI. Like I said above, the RBOCs entire business model for digital access is just to collect the $30 month. Now if they had an ecommerce business model that collect retail revenue. Every end point is market share in the cyber economy. I promise they would cut taps and remove load coils in a big way to collect as many as high speed access accounts as they could. Second it would help the RBOCs ease the pain of losing 15 bil in T1 revenues. Something to think about With a digital end point it's 24/7 so the network (the one controlled by a RBOC) can push content to the user. Using that feature the RBOCs could go to the local Kroger and say we can provide you a transaction icon for every access points for miles. No one else can get pushed but you. Then they could run to pizza hut and do the same thing. So on and so on. The RBOCs using the Yellow pages people could do that in a heart beat. The American Bankers Associates are predicting that by the year 2002 92% of all the banking transaction will take place on the Internet. Well if I own the access point I would charge Nations Bank a transactions charge. Charlie right now I could five dozen way the RBOCs could make money on a digital access point. The problem is they don't, and they don't want to lose the T1 revenues. For example, Let's say Bel&Bls buys AOL. They would have about 13 mill analog dialup account they could transition in mass to digital accounts. Then do what I was talking about above.