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To: DownSouth who wrote (8841)	4/30/1999 2:41:00 PM
From: Techart8	Respond to of 29970

What I understand is: Comcast, aol and msft are not in Joint Venture. It is only a loan from them, comcast doesn't want to go to a bidding war because they have to watch out their balance sheet. I think T will this one.

To: DownSouth who wrote (8841)	4/30/1999 2:59:00 PM
From: RTev	Read Replies (1) \| Respond to of 29970

Broadband is a "medium" not an industry. It is but one medium in the internet media industry. That is, indeed, what ATHM and RoadRunner would argue if they did try to merge. It seems to be the way Jermoluk sees it. But now try to imagine what the response might be. Pick a few entities among dozens who might object. Let's say, WCOM. If AT&T retained significant control of the merged entity, don't you suppose WCOM would see a threat to its internet backbone business? Consider also: AT&T has objected every step of the way to each of the RBOC mergers. Their lawyers have filed just about every kind of legal roadblock that can be filed. Do you think the RBOC lawyers who represent companies forced to provide open access to their DSL lines are going to accept that argument?

To: DownSouth who wrote (8841)	4/30/1999 3:04:00 PM
From: Ron Dior	Read Replies (2) \| Respond to of 29970

<<But.. as we discussed, control of broadband access to internet does not equal a monopoly, as the competition is from xDSL and dial up (and satellite). Broadband is a "medium" not an industry. It is but one medium in the internet media industry.>> 100% agreement. ATHM/RR would in no way, shape, or form monopolize the internet access business. For instance, if MSFT wanted to buy up every major software word processing company in America this would be a monopoly, but what if they wanted to buy every software company that produced software that directly worked with MSFT Word 7.0. Would this be considered a monopoly? This would not hinder the software industry would it? Many companies control certain aspects of industries, that is how we get leaders. ATHM/RR would still have much competition for internet access. Ron Dior