AT&T Message Board - Msg: 10215754

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Technology Stocks : AT&T

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3:59 PM EST

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To: Rascal who wrote (2573)	6/22/1999 12:41:00 AM
From: SIW	Read Replies (1) of 4298

Agreed... The question is will AOL successfully be able to preserve and migrate their existing AOL users to their new Plus service as the country goes broadband or will they struggle as they find themselves left with much less market share due to their decrease in market share at the "distribution" (ISP) level compared to today. Right now AOL is its own primary distributor for its product via its own vast POP dialup infrastructure. In broadband, they are seemingly relegated to buying distribution from second level providers as opposed to establishing their own stake at the ISP level as they did with dialups; all things considered, a smart strategy I suppose, it's all they can do really. Ultimately, one has to wonder if the revenues they will see from their piece of the broadband pie, which they will undoubtedly have to share with the actual ISPs (like Hughes and Bell Atlantic DSL), will be enough to sustain AOL's business, specifically earnings growth. I can't see how they can sustain such growth faced with a diminished market share as the world goes broadband, especially with AT&T/ATHM posied to service the majority of the market largely due to the EXISITING market penetration of their cable tv holdings. SIW

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