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To: DavidMW who wrote (1314)	4/24/1999 9:18:00 AM
From: fourptt	Respond to of 4337

Steve, There is speculation that AT&T will force a merger of @Home and Roadrunner.....How do you see this affecting Softnet(sofn)? Thanks.....fourptt

To: DavidMW who wrote (1314)	4/24/1999 4:25:00 PM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

at&t - this is the most widely held stock in the world and it looks to be making the transition to being an all around communications/entertainment/information provider the battle to me is at&t vs. aol at&t has telco, cable (tci), internet (@home/excite/worldnet), wireless and more than 10x the revenue than aol; at&t's net income is on par with aol's revenue but the two are valued about the same by investors aol mkt cap= 137.3B at&t mkt cap= 168.0B at&t is no longer just your father's phone company