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Technology Stocks : America On-Line: will it survive ...?
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To: Brian K Crawford who wrote (1827)2/23/1997 8:09:00 PM
From: Kashish King   of 13594
 
It's the performance, price and availability of physical connections which will determine who the future service providers will be and it won't have anything, nothing, to do with information services being offered. That isn't even an open question anymore. Customers will utilize fiber optic cable, microwave radio, standard modems, cable modems, satellite television channels or whatever it takes to get the best performance at the cheapest price. This has nothing to do with information services whatsoever,

More importantly, the internet is a two-way street which is very much different from the way AOL is setup. The information services will be the individual companies that go online using the any of the physical mediums I just talked about. For USER A to connect up to SERVICE XYZ they don't need AOL! All they need is a physical Internet setup and they are free to go where they wish. Think of the mind-boggling complexity of having the millions of business having to go through a particular service to start an online presence. This is fundamental communications, not something for a select few companies who decide to setup an account with AOL! To survive, AOL needs to get out of the telecommunications business!

As for not caring about the technology, when an AOL user discovers that 99.999 percent of the informational services they could use are available on the Internet and that they can even setup their own site, they will definitely care about living in a proprietary sandbox.
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