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To: Benkea who wrote (10558)	6/5/1999 9:44:00 PM
From: Benkea	Respond to of 29970

This line isn't show much support from mamma T either: "But AOL shouldn't wait too long. AT&T's Hindrey is a big fan of Yahoo (YHOO) and has been pushing for a deal with the portal company, according to sources. While Yahoo won't confirm having spoken with AT&T about such a deal, Ellen Siminoff, VP of business development and strategic planning for Yahoo, says that the important issue is how difficult AtHome makes it for consumers to get to Yahoo and other sites. "From all indications, they don't plan to lock off access," Siminoff says. "The question is, 'How many barriers will they put in the way of the consumer?'" "

To: Benkea who wrote (10558)	6/6/1999 2:22:00 AM
From: FR1	Respond to of 29970

From the same source, I like the AOL line: "What [AtHome and Road Runner] are at the end of the day is … the cable industry trying to figure out what to do with its transport system," he says. "I believe they will eventually be the transport system that enables ISPs to use cable systems as a data network." In other words, "You are just a pipe that we should be able to use at wholesale rates. All we are doing at AOL is putting data through the pipe." Not discussed is the fact that the data is ad revenue and constructing the pipe has cost billions. thestandard.com I guess the defining moment came when T (with a 70% vote) approved the Excite merger. Basically, T was saying ATHM was not going to be a railroad. It was going to be a content provider. That was a tough decision because it alienated YAHOO, AOL, etc. On the other hand, it did bring on board positive cash flow, a method of creating a large dial up ISP (in the works now) which can eventually take T's dial up accounts, etc. One can only assume that T really felt that the monopoly position of ATHM was secure.