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To: ahhaha who wrote (8493)	4/23/1999 12:23:00 PM
From: GraceZ	Read Replies (2) \| Respond to of 29970

When Armstrong spoke on CNBC last night he alluded to the fact that they were willing to divest themselves of any assets that UMG had that would stand in the way of their buyout of UMG. An RR-ATHM merger is not in anyone's best interest. You need competitors in order to have a separate and distinct market with all its advantages. Perhaps this is what he was alluding to, when asked about about regulatory hurtles. The interview was over the phone, but from the tone of his voice, you could almost see him smiling. Sort of like, "we know we can handle these feds, we wouldn't be doing this if we weren't confidant that we could."

To: ahhaha who wrote (8493)	4/23/1999 12:33:00 PM
From: Ron Dior	Read Replies (1) \| Respond to of 29970

<<2. An RR-ATHM merger is not in anyone's best interest. You need competitors in order to have a separate and distinct market with all its advantages. I have preached this for almost two years and the FCC is confirming this obvious conclusion. >> Though I agree with your theory about competition being healthy for any industry. I strongly disagree with the above statement. An ATHM/RR merger could only do one thing, make lots of money. You are forgetting that competition can also be bad for business. Competition within the SAME industry is great, it is what makes technology ever move forward. But competition can also greatly reduce market share and profits if the competition is to close(RR vs. ATHM). ATHM already has plenty of this healthy competition that you speak about through DSL & Wireless along with their ISP services. But the keeping of RR/ATHM separate would not be of any advantage to either company. It would be a disadvantage to RR since ATHM has such a big head start. The competition remains between the various formats rather than the individual companies. Ron Dior

To: ahhaha who wrote (8493)	4/23/1999 1:31:00 PM
From: Jing Qian	Respond to of 29970

The advantage of a RR+ATHM combo surpass the disadvantage of that. T can make more money with a combined RR/ATHM. Regulatory issue is obviously something T is ready to handle and confident they can roll it over.