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To: Sorin A. David who wrote (10320)6/4/1999 7:03:00 PM
From: Mike Delaney  Read Replies (1) | Respond to of 29970
 
Bounced off 200 dma support of 91... fwiw

Not good if it breaks that.



To: Sorin A. David who wrote (10320)6/4/1999 8:08:00 PM
From: Daniel G. DeBusschere  Read Replies (2) | Respond to of 29970
 
<<If AOL wants to pay to get on the cable, then that's a different story, but not for free. >>
I think it would work out to something where the cable operator charges the ISP for transport. For example, my TCI cable bill of $40 allocates $10 to @HOME I believe, therefore, the cable operator retains $30 which pays for the infrastructure investment including the cable modem lease. I am not sure that $10 is a good deal for the ISP but I think the $30 for the cable operator is a pretty good deal considering this is incremental revenue to the TV cable revenues. Correct me if I am wrong on this.



To: Sorin A. David who wrote (10320)6/4/1999 10:50:00 PM
From: Hiram Walker  Read Replies (2) | Respond to of 29970
 
Sorin, why is the access to the network going to be free? T is gonna charge so much that only AOL,MSPG and ELNK will be able to afford access. Until the FCC and Kennard step in to set access rates,T has the right to set it at whatever it wants to(my opinion). T is gonna make a windfall from the cable plant.
Hiram



To: Sorin A. David who wrote (10320)6/5/1999 10:10:00 AM
From: Michael P. Michaud  Respond to of 29970
 
<<<Tha (sic) problem with your opinion is that this ruling IMO will prevent companies from investing in infrastructure. Else, why the heck would I want to spend billions to set up an infrastructure rather than wait for someone else to do it and then with such rules, piggyback for free?... Pretty stupid ruling I think and I am pretty sure it will not stand. If AOL wants to pay to get on the cable, then that's a different story, but not for free. >>

The cable cos. will benefit no matter who provides the content..Broadband AOL will sell very well
Long COX and CVC
Mike