| BUSINESSWEEK ONLINE : MAY 10, 1999 ISSUE | ||||||||
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| NEWS: ANALYSIS & COMMENTARY
Shaking Up the Industry How AT&T's MediaOne bid changes the landscape: AT&T The phone company transforms into a broadband juggernaut reaching 60% of U.S. cabled households. But AT&T's buying binge is making shareholders jittery. COMCAST If it doesn't counterbid, it and other big cable operators may be forced to consolidate to create clusters big enough to deliver broadband competitively. MICROSOFT With $1 billion already invested in Comcast, Microsoft may want to limit AT&T's control of broadband software and technology by helping a Comcast counterbid. AMERICA ONLINE Since cable-modem services At Home and Road Runner could end up under AT&T's roof, AOL might back Comcast to ensure itself a seat at the high-speed access table. BABY BELLS If the new millennium's preferred telecom provider must offer telephony, cable, and Internet access, then the Bells must play catch-up to AT&T, which is almost there. TIME WARNER The media giant is close to finalizing a local phone deal with AT&T and stands to benefit from unwinding strained partnerships with MediaOne in cable and Road Runner. _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ _ BACK TO TOP |
The Net-Phone-TV-Cable Monster TABLE: Shaking Up the Industry AOL Eyes a Hot New Medium: Radio INTERACT E-Mail to Business Week Online | |||||||