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To: Frank A. Coluccio who wrote (8880)	5/1/1999 3:34:00 PM
From: E. Davies	Read Replies (1) \| Respond to of 29970

Thanks for the feedback. What is obvious to me from your post is that the bottlenecks will be eternally shifting from one point to the next within the overall network. One massive complex task to balance it all. The point still remains (I think) that if @home can be big enough (but not too big for now) they can create the "@home experience" where they apply their size and technical skills to keeping the @home network a more cleanly functioning broadband environment than most other "broadband" isp's who look primarily to the local wire as the only bottleneck that needs to be overcome. Yes, the control is the strongest within the @home network itself. That is what I see as an advantage to @home as it works to become a content aggregator. People with broadband content will need to get their content as close to the users as possible and not depend exclusively on the general internet structure. Lets not forget that ATHM's success or failure will be about its ability to derive income from sources other than monthly subcriber fees. Maybe the backbones and the distribution points will grow fast enough that they can handle the traffic and my whole point is moot. I dunno, but I doubt it. Eric