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To: steve harmon - analyst who wrote (1620)	5/14/1999 10:10:00 PM
From: Xenogenetic	Read Replies (1) \| Respond to of 4337

Hi there Steve. I would be very grateful for your thoughts on what John Malone could possibly be up to with TUNE? I understand that things are very vague at this point in time, but with his positions in the various internet companies that TUNE holds it would seem that he could be aiming at setting theme-like channels targeting different demographic groups (women with IVIL, youth with sonicnet, etc..). He could then roll those channels out via TUNE's exclusive bandwidth on AT&T's networks. Appreciate your time. -Adam

To: steve harmon - analyst who wrote (1620)	5/15/1999 12:18:00 PM
From: Vince Mar	Respond to of 4337

Then the population will off set this. ============================================= pcntf - most isps must cash up to the tune of several hundred million to be competitive; look at psinet, uunet, mindspring, earthlink and that's quite the norm asia looks poised to grow but i think the entrenched telecom players hold the upper hand for several reasons: existing network ownership; 2) government ties; 3) cash also, asia is a diverse region with lots of boundaries to cross and hurdles to overcome to be a large pan-asia isp