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Subject:  Re: ATT&T/TWX/ATHM sort out Date:  2/1/1999  10:43 PM
Author:  JHLT Number:  4059 of 55215

I think you may already know my answer to your main question. T is NOT, IMHO,

going to offer CLEC service only to the 52% of homes that have a

desktop. Why should they cut themselves off from almost half of their

potential market?

Even before today's announcement, T CLEC service was, in my opinion,

always going to have a potentially greater market penetration than ATHM.

And why not? This is T's core business, and their target is those juicy

RBOC margins (if you'll pardon my grammar).

I hope this helps.


Thanks. If T goes for the national market of cable via TWX , what chance does ATHM have?
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