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To: E. Davies who wrote (8337)	4/21/1999 1:49:00 AM
From: Clever Nick Name	Read Replies (1) \| Respond to of 29970

Remember that phone companies are the gateway to DSL. When DSL rollouts are common corporate customers that are leasing T1s for up to $1000/month are going to get a bit prickly about consumers getting similar service for $60/month. An even more daunting issue for phone companies is long distance. The fact is that so much fiber has been laid that the cost of bandwidth for cross country phone calls is essentially zero. With widespread broadband access at home, someone is going to take advantage of this and eat the telcos lunch. (remember that the local co. gets a few cents/min of your ld billing) Since cheap broadband slaughters some of their sweetest cash cows, I would expect telcos to drag their feet on ADSL until it's too late and cable has a clear lead.

To: E. Davies who wrote (8337)	4/21/1999 1:13:00 PM
From: yihsuen	Read Replies (1) \| Respond to of 29970

RE: E. Davies, Totally agree with you. Back in the early stage on this thread, people worried about the credibility of Thomas Jermoluk Message 1929521 Message 1930170 So far, this guy really hasn't given us any extraordinary performance yet. On top of that, he just threw in one more variable - Excite. Also, remember that when asked about the delay about TCI/ATT, @Home (Tom?) used "no comment!?" (even after the 8K filing!) If this is how this business model is going to be run for years to come, I think COX will be a better play than @Home. Tom sure has done his part on bashing on AOL to a level I am afraid backfire will happen. Let's keep our eyes wide open, set our exuberant emotion aside, and see how this guy is going to deliver his promises. In Ahhaha's opinion, this guy is nothing but a puppet of big cable guys, mmmmmm... we will see.