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Technology Stocks : America On-Line: will it survive ...?

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To: Larry S. who wrote (1241)1/27/1997 10:26:00 AM
From: Joe Gleason   of 13594
 
RE: >>AOL is Like Windows<<: It's more like DOS! The net is windows AOL is more of a plugin kinda like JAVA!

The NET is still USER BASED! VERY FEW people (as a %) are supplying content! - Once Java and other cool tools reach the hands of people and they are comfortable using it, AOL will be like NBC! (just a channel on the net) loosing market share to cable! All of the COOL things AOL does, will be dworfed by things people create!

Plus you've got to remember, If you can pay 19.95 a month for 28.8 or even 56K plus the cost of a phone line (I don't know what % pay for an extra line but i'll guess and suggest it's over 20%)--- When CABLE comes on line and offers 10-20 times that speed, with out the use of a phone line and video conferencing and other SUPPER cool things kick in AOL will be out there - constantly trying to keep up with the net!

I'll agree AOL is a brand-name! - but this recent round of news is tarnishing it! :) (Being short I LOVE IT) (I am almost convinced some of the folks @ CNBC must be big time shorters)

Have you seen MSN's adds for 1 month unlimited ussage free! - Plus video!- Have you seen them loose @ anything they really want?

AOL wont get bought - there acquisition costs are to expensisve, there systems are to NON-STANDARD! - It would be way easier and cheaper for someone like MSN to say "we'll pay you $19.95 a month for 3 months - just to try and use our system - but you must first cancle AOL"

Respecftully SHORT via puts!

Joe!
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