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To: Susan Saline who wrote (1210)	6/5/1999 11:17:00 AM
From: Glenn Petersen	Respond to of 2802

>>AOL will be screaming<< AOL will certainly benefit from the ruling. However, many of the other national ISPs have also been battered, primarily, IMO, because of the uncertainty surrounding the broadband issue. The following analysis is based on a review of the first quarter 10-Qs. Each stock should probably be subjected to some additional due diligence. The PRGY numbers, for example, do not reflect the May 27, 1999 announcement that PRGY is acquiring 125,000 to 200,000 subscribers from Cable & Wireless. Internal Qtr to Qtr Percentage Valuation per Market cap/ Subscriber Decline Subscriber Sales Growth From High BIZZ 3,144 10.15 N/A 58.95% ELNK 1,628 7.25 11.55% 40.63% FLAS 1,465 9.76 10.49% 60.92% GEEK 1,466 6.86 14.58% 72.44% MSPG 2,105 11.62 9.81% 40.37% ONEM (1) 1,042 5.29 11.77% 58.56% PRGY (2) 2,706 14.20 16.04% 48.64% (1) Adjusted for the acquisition of "The Grid." (2) Excludes Prodigy Classic subscribers. The above analysis is based on June 4, 1999 closing prices.

To: Susan Saline who wrote (1210)	6/5/1999 11:22:00 AM
From: TFF	Respond to of 2802

We will see how it plays out. The interesting thing about it is the raw nerve it touched off in the market. Obviously isp cable access a concern for the market. Yes AOL is looking for cable access. The ATHM CEO said they had to play ball and partner with ATHM or Road Runner. Obviously AOL is trying to get in the back door for free first before that;) Now we now what is stalling broadband rollout.Cableco's not in a rush to set up market for ISP's til they get some clearity of the landscape.This looks like one of the nets' hot buttons.