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To: tang who wrote (6416)	3/11/1999 2:51:00 PM
From: PHowe	Respond to of 41369

BlueHorseShoe.com Internet Stock Update 3/11/99 ---1:46 EST In the East Bracket with 1 day left in the 1st round matches at bluehorseshoe.com : #1 seed AOL is holding off #16 seed NETS with a 4% VerticalNet is crushing Sotheby's by nearly 96% Mindspring and EarthWeb Inc are in a dead heat Shop At Home and Inktomi are putting up big numbers with Shop At Home maintaining a small lead. PSINET is handling Cyberian Outpost Broadcom is putting up good numbers but is still getting clobbered by CYBEAR Digital River has a 9% lead over USWEB N2k is coasting past At Home Comp with a 18% lead Enter at bluehorseshoe.com by Friday's close to be eligible for the Grand Prize.

To: tang who wrote (6416)	3/11/1999 3:00:00 PM
From: Lee Martin	Read Replies (2) \| Respond to of 41369

Question for the thread: Let's pretend I'm a phone or cable co. and I'm spending the capital required to upgrade my infrastructure to broadband and am asking myself when can I expect to break even on this investment. The answer depends on how many subscribers I can sign up for the service. The number of subscribers I sign up depends upon whether I choose to do the advertising/marketing myself and attempt to take customers away from other ISP's, or partner with an ISP like AOL that can show me how many of their 17M customers are in my service area and give me some idea of how many would upgrade to my broadband service. I know I would very much want to partner with AOL and let them handle all the marketing so I can focus on servicing all the new subscribers I instantly now have. If what I'm saying makes sense, then I don't understand what all the fuss is about other broadband providers competing with AOL. The competition is over, AOL has the subscribers, and the broadband providers that want to maximize their ROI will be coming to AOL to get their share of the 17M+ pie. It's just a matter of time. So my question is, what's wrong with this analysis? I've got a boatload of NSCP and would really like to know if I've missed something here. Regards,Lee