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To: Position Stragtegist who wrote (8322)	4/20/1999 10:48:00 PM
From: GraceZ	Read Replies (1) \| Respond to of 29970

Thanks, that makes sense. BTW on one of the recent interviews with PJ he said he saw ATHM moving to a free service down the road. The revenues would not come from subscription charges but targeted advertising (like broadcast TV) and e-commerce deals with vendors (like AOL). If they move to metering by data, I might have to cut some of my posts short. LOL

To: Position Stragtegist who wrote (8322)	4/20/1999 11:19:00 PM
From: radames	Read Replies (1) \| Respond to of 29970

<<make athm the only service provider>>>> i believe the answer is to mass market the service,strike deal with rr and then sell quantity at a cheaper price say 20$ a month and make up the price difference with volume and then really cut into aol market share and thus forcing them to strike a deal with athm on thier terms.then athm goes to the moon!!! i still believe we are going to see another drop this week but if not then this is the bottom(115),,,am waiting till friday to see where the market direction is going before i buy more

To: Position Stragtegist who wrote (8322)	4/21/1999 1:28:00 AM
From: Ted Schnur	Respond to of 29970

>> Right now the plan agreement contains a volume limit, which implies there is some sort of data transmission volume metering capability at the server The volume metering would have to occur at the gateway router. You may have to find a way to count IP packets and size, but exclude, or at least count in a different way, e-mail traffic (wouldn't want to charge extra because someone set a large e-mail without the consumers control). The system would have to continuously forward packet data across the network (increasing traffic load) to a billing systems. There would be a lot of additional cost in servers, applications, administration, etc. This is not unlike what the telecom industry is doing with one big exception… they have to! Now, why would you want to go through the extra cost of creating such a metered solution if you can't meet the current new customer demand? At this time, price is not the issue, service and installation is. This may be an option with the rollout of IP based telephony, but that's a future, and it's unclear if ATHM will even be involved. At this time, ATHM does not have to compete a $20 high speed Internet access vendors (If that were even possible). IMO a tiered pricing solution is unnecessary. Ted