America On-Line: will it survive ...? Message Board

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

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To: Ron Dior who wrote (5491)	11/6/1997 2:09:00 PM
From: Joe Gleason	Read Replies (2) of 13594

Why AOL is in REAL Trouble: With Microsoft starting to invest Billion's in Key Cable company's, it's clear they believe the future of the internet is cable modems.. I think it's fair to say that with in 2 years 30% of the home market will be accessing the internet over cable modems... With Microsofts invested interest, the users will be given a BIASED choice, Microsoft's browsers and network (and in small print hidden somewhere AOL).. Netscape was a good leader with it's browser, Microsoft wanted that.. Just about the time AOL start gets a decent PE - say 50, Microsoft will be comming on full speed... Internet users will be accessing the net @ super speeds, and much of AOL's attraction will have been lost to the free market (animation sound)... @ one point AOL was the place to put your content - Tomorrow it wont be... My point is AOL spent big bucks buying market share it can't hold on to! Even if it kept 100% of them it's paid cost per subscriber is to much -

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