Mr. Zoltan!,
Declining share is never good, especially when it comes from AOL's primary market - newbies. Zona tells us nothing new when it says that the internet is growing. What is new is that AOL is shrinking in relative terms.
Actually, as the report stated "This means that while AOL's share of market has slipped, its absolute base of customers has grown substantially." Again, "AOL is still king in this area. It is better to have a smaller share of an emerging market than a bigger share of a smaller one," says Staff.
Zona is right when it uses the present tense - there is no trouble now - the trouble will be felt in the future. Market share loss will necessarily accelerate. AOL, the InterNot company, is losing to the internet.
That can't be good.
Basically, "there is no trouble now" is where you, I and the report agree. As for the rest of the paragraph it is just your opinion that "Market share loss will necessarily accelerate". You are assuming that all those who don't have AOL from the start will not go to AOL sometime in the future. That is not necessarily true. I know many people who have internet access and AOL as well who started off with just the internet.
AOL, the InterNot company, is losing to the internet.
Well, if AOL is losing to the internet, then you better go and tell all the local isp's and DELL, MSFT, GATEWAY and everyone else that they can't make it since they have only a million or so customers while AOL has over 18 million customers and is growing substantially.
Why would you bring up a report and only report on a small portion when the whole report is positive?
To me, you seem like a person who would not buy MSFT at the beginning because there are only so many PC and each one already has an OS.
Thank You
JK |
