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To: Jing Qian who wrote (8974)	5/3/1999 10:39:00 PM
From: Educator	Read Replies (2) \| Respond to of 29970

"The more exciting part of T/UMG merger is the increased likelihood of an ATHM/RR merger." Jing- I agree with that statement. What is troubling me is how ATHM has been dropping right along with the other Internet stocks. Shouldn't the news that AOL is bowing out (and I don't know if that is fact yet) energize ATHM with a shot in the arm? Each day that passes makes a deal with AT&T appear more eminent. I would not want to bet against it! If that is true, shouldn't investors be speculating that it will happen? Shouldn't we have seen a pop in price, instead of a 5% drop? Are investors waiting for that sign-sealed-and-delivered announcement with MediaOne? Others are correct. With the apparent good news, it is difficult to swallow the drops. Still long and somewhat patient, Ed

To: Jing Qian who wrote (8974)	5/3/1999 10:51:00 PM
From: Frank A. Coluccio	Read Replies (2) \| Respond to of 29970

The bridging, or integration, of ATHM and RR would cause the government to go after T with a new agenda: Conspiring to Corner the Cable ISP Space. Greater land mass coverage for the delivery of voice services is one thing, especially when it is couched in such a way as to be considered some kind of pioneering (maneuver) to foster in the medium of cable telephony. But when you add the creation of what amounts to a virtual monopoly in the Cable ISP space, you are actually forcing the fed's hand, and they will have no recourse but to go after T, if for no other reason than to save face. And once that ball starts rolling it will attract every piece of lint along the way. The fed's recent demonstration of laissez-faire has been refreshing, but it can stretch only so far. There are down sides from a technology standpoint which cannot be ignored, as well. While the integration of the two platforms is certainly doable, it would nonetheless be a very risky venture for them to take at this time. I say this from the standpoints of reliability and service assurance, because it would cause unavoidable disruptions of service and administrative calamities, at a time when ATHM can least afford such a lessening of reputation and esteem. T should make what they already have work, first, and then proceed to test the envelope. Right now I'm not even sure that they know what the limits are of what they would like to make work. No, I wont mention the VoIP thing again. [This reminds me of a Yogi Berraism I once heard. How did it go, again?] Comments welcome, as always.