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

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To: Andrew Furst who wrote (10292)6/17/1998 5:34:00 PM
From: The Duke  Read Replies (1) of 13594
 
AT&T's assets aren't significantly greater than Sprint's, yet AT&T's market cap is more
than 3 times Sprint's market cap. The difference of course is "brand name", i.e. AT&T
has more customers - but not because of a better or cheaper service, simply a lack of
knowledge by the public that telecom is a commodity - eventually AT&T's "brand
value" will fade, with the advent of a more sophisticated public.


substitute aol for T and earhlink for sprint in the above quote and what changes? How can you be bullish on AOL and then use "brand name" in scare quotes? Seems like you logic on T cuts tenfold on AOL.
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