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To: DownSouth who wrote (774)	3/18/1999 9:35:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Thanks for the link, DownSouth. The broadband solution is certainly a driver in aol's advance. I hadn't thought of it, but another driver must be their new weighting in the s&p500 based on the nscp acquisition. Index funds will have to buy more aol as a result. I stumbled into aol at the end of November, and have a 132% return <vbg>. On another issue, I understand Kumar has awarded cpq a giant downgrade. It may take the sector down strongly today. Frank

To: DownSouth who wrote (774)	3/18/1999 4:37:00 PM
From: Teflon	Read Replies (1) \| Respond to of 54805

DownSouth, how are you? Regarding this DSL stuff, We went over a lot of this before. But DSL will not be the key to AOL's long term success as it has plenty of it's own challenges in store for it. AOL's biggest value add is its relationship with its subscribers. The GUI is awesome and AOL's international presence is going to be second to none. DSL vs Cable Modems is an entirely separate conversation, and AOL will probably be delivered via most (if not all) broadband delivery platforms at the end of the day. Mr. Case will have no choice. Teflon