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Will T's play thru TWX cut ATHM out of the picture or put it in?

I can see it both ways: T uses TWX as major player/major player to get the cable pipeline into most homes w/ concommitant possibe services. Or, T consolidates all it's efforts in cable, at least for the internet access, under ATHM.

Help me think this thru (mkt seems to have seen the former) as ATHM was up >4 when I read the releast this morn, but closed off 5. Is that 9 points a vote?

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