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To: ahhaha who wrote (8522)	4/23/1999 4:02:00 PM
From: Jing Qian	Read Replies (1) \| Respond to of 29970

Avoidance of competitive confrontation is part of the on-going stupidity of corporate and public America. They both love and hate competition. It is built on baseless fear and irrational extrapolations. It is competition that forces you and I to improve over our best judgement. Eliminate competition and you get poorer. Maintain it and you complain all the way to the bank. I also want to disagree here. Competition many times kill the weaker companies. 3Com was killed by CSCO, stock price wise. Netscape was killed by MSFT. Novell was also killed by MSFT. Avoidance of competitive confrontation is not a baseless fear and irrational extrapolations, it's of ultmost importance to the companies involved. INTC has been supressing AMD ever since they posed any threat. Yes, competition forces improvement from the outsiders point of view(You are not a stock holder), but as a owner of T or ATHM stock, you would want to eliminate threat as much and as early as you can.

To: ahhaha who wrote (8522)	4/23/1999 4:41:00 PM
From: KailuaBoy	Respond to of 29970

Ahahha, >Why not ask Jermoluk that question since he tried >desperately to get them to merge. It could be said >that his attempt was motivated to keep copper away, >but the real intent was to increase effective subscriber >mass quickly and to eliminate a future competitor. My question was why you considered ATHM and RR competitors. I believe the reason Jermoluk wanted a merged entity was not to create a monopoly but rather to lead "cable broad-band" against the natural competitors, RBOC's. I'm not sure that seeking to expand ATHM's reach qualifies as running from competition. >Specifically if you have two providers who haven't >penetrated the potential market so that they are trying >to win the same customers, they aren't directly competing. >Eventually they will, since no one doubts the ubiquity >of cable broadband. Are you suggesting that they could >continue to operate and grow without collision? >T sure doesn't think so. Without stringing another cable into the home or joining an RBOC they don't overlap homes passed. I believe the perceived competition comes from entities purchasing the individual cable companies and breaking them off from @Home. >Avoidance of competitive confrontation is part of the >on-going stupidity of corporate and public America. >They both love and hate competition. It is built on >baseless fear and irrational extrapolations. It is >competition that forces you and I to improve over our >best judgement. Eliminate competition and you get poorer. >Maintain it and you complain all the way to the bank. Agreed.