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Technology Stocks : InfoSpace (INSP): Where GNET went! -- Ignore unavailable to you. Want to Upgrade?

To: Sleeper who wrote (6492)	5/31/1999 9:53:00 PM
From: playavermont	Read Replies (1) \| Respond to of 28311

AT&T and the rest of the Cable Operators... Believe it is AT&T's best interest that there is at least 2 to 3 other "competing" forces in providing interactive cable service... Very interesting bed fellows in these times... Looking forward to Charters IPO and the eventual swapping of subscriber bases in the next 6 to 12 months! This story seems to be getting better and better! How will it all end up??! We will know in a year or two! How important will the race be to Brand oneself as the Broadband Portal of choice! The Yahoo branding on the net due to its early entry into the portal space has been pointed out numerous times! What about the millions of users of the net over there T.V. Remember folks, there is a lot of eyeballs that will be sticking to there T.V. that have not even attempted the Net over the computer keyboard!! Have fun!

To: Sleeper who wrote (6492)	5/31/1999 9:59:00 PM
From: RTev	Read Replies (1) \| Respond to of 28311

AT&T is not in the BB cable business to run a disjointed, fragmented series of independent cable companies; AT&T is betting the farm on their success in this arena. Very true. So true, in fact, that it's hard to see how the independent @home network will fit into their long-term plans. I suspect that the stock will retain its independence, but the company will not. (After all, AT&T has a long history of holding separate but unequal operating companies.) As #4 player in the BB cable industry, Charter is an unlikely winner in the acquisition of Road Runner. Comcast, UMG's jilted suitor, is unlikely to let the next biggest player in BB slip away. I didn't say they'd be a winner (and in fact I agree that Comcast, with its Microsoft money, is a more likely winner), but did say they're likely to become a player in the game. For AT&T, the advantage of selling the RR partnership to Charter is that it would bring in a new set of subscribers and might allow ATHM to add MediaOne along with all of ATHM's current agreements, including -- maybe -- Comcast. If, on the other hand, Comcast buys or trades for the partnership, then ATHM suffers a net loss in subscribers, since MediaOne has fewer subscribers than Comcast. Most of this is more appropriate to the ATHM board, but it's worth noting that GNET's cable future could still change as the cable industry consolidation settles out. It's far too early to predict what will happen, but worthwhile to speculate on the various things that might happen.