Juno won't be directing the market, like AOL, but it can carve out its own niche. They are providing a service, nothing super-revolutionary, but they have a loyal group of users. [And] 4 million is nothing to sneeze at.

Speed is never guaranteed. There's definitely high tide and low tide.

The network shouldn't have to make much difference. It's going to happen.

The impact is for the long-term. Users will see more integration between content and distribution after the first year or two after the merger.

A year and a half ago, cable took months. They had all kinds of installation problems, and poor coordination with their suppliers.

Right now dial-up is the only game in town. There is not a big difference between AOL and the mom-and-pop ISP.

Up until recently AOL was not a big believer in broadband. They didn't have the cable access. Now, with Time Warner, they have access to all the cable outlets.

They will continue to grow. They won't be 8 million users by next year, but they will see decent growth.

They must have had some really good stuff to smoke, because I don't see that happening.