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To: DavidCG who wrote (29)	6/5/1999 12:34:00 PM
From: Carolyn	Read Replies (1) \| Respond to of 963

From what I have been reading on several threads, the waters are muddied, of course, but T is not hurt necessarily. The decision pertained to Portland only, T could decide to pull out of Portland, leaving that city with nothing for 3-4 years while another cable co. came in and had to upgrade. Also FCC/state implications (Constitution). Seattle decided otherwise, gave exclusivity to TCI, and charged big bucks. We need to take a wait and see position.

To: DavidCG who wrote (29)	6/6/1999 10:30:00 AM
From: lazarre	Read Replies (1) \| Respond to of 963

DCG, If ( and I believe your right--VRIO should also be included if you note its association with AOL amongst other criteria ) the ISPs will be revisiting some form of ascendency in the following days because of the Portland ruling, Prodigy may not be as good a play as some of the others listed by Glenn P. The following is a chart he produced comparing valuations: <<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. >> If you're into brand name, ELink looks like the guy to carry your batton ( sp?). For the more adventuresome, ONEM might be your proxy ( note that their strategy is not dissimilar to VRIO's though their respective markets differ ). I disclose, here, my ownership of the latter 2. L