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To: Xenogenetic who wrote (7607)	4/9/1999 11:21:00 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

Anyone have any other possibilities? RNWK is on my wish list

To: Xenogenetic who wrote (7607)	4/10/1999 2:16:00 AM
From: Peter Y. Hsing	Respond to of 29970

ATHM doesn't need anyone else at this point. The only possible acquisition might be of SoftNet which owns a similar service called The ISP Channel, but that's highly doubtful since SoftNet doesn't have a very large subscriber base. Focusing on marketing (to other MSOs and customers) and customer service while rolling out their network should be ATHM's top priorities. The cable MSOs need to also focus on marketing and continue to roll out the fiber/two-way cable/plant upgrade. Going after members of dial-up ISPs doesn't make any sense for reasons too numerous to mention--for that reason, I woundn't assume that WorldNet will be handed over to ATHM. Don't need another portal either--all the others worth anything are spoken for anyways (Lycos, Go2Net, etc.) or are way expensive (e.g. Yahoo!).

To: Xenogenetic who wrote (7607)	4/10/1999 4:31:00 AM
From: Nicholas Thompson	Read Replies (1) \| Respond to of 29970

a xoom.com (xmcm) play?! I live in a RR area and have never used worldnet. How is the web page setup on each compared to the free providers like gcty xmcm and lcos (which has both tripod & angelfire)? If it is lacking xmcm could be a good fit(and it may be regardless). They have a strong European presence and appear to be growing their subscribers 25%+ per quarter from 7,000,000 currently and they just did a secondary that gives them or their acquirer another .13 billion to play with. They also have broken into the top 15 in Media Metrix reach statistics this year. Perhaps they could be had for about 1.5 billion (up from around ~.9 right now). In some ways this could be much more beneficial than a worldnet acquisition (the only positive with worldnet would be access for travelers with laptops and for those all too frequent @home cable network downtimes) for @home given the additional international reach they'd provide. If anyone has access to the full statistics media metrix has (which are unfortunately only for the US market) I'd be curious to know what the overlap between xmcm and xcit is (the lower the better I guess). full disclosure - I own xcit (since 12/98) & xmcm