Dave, I know you have profited from GMGC. My comment was referring to the last time you sold after expressing your concerns in your posts. I don't think not landing a RBOC should cause alarm in the near future.
Understand, too, that if GMGC does a deal with Bell South, that doesn't necessarily mean the subscriber would have to use a Bell South account to access their Portico type service. Any phone will do. However, If AOL were to provide access to its calendar, address book, and other chosen content, they would separate themselves from other providers in the same space, and the subscober would need to have an AOL account. That is why I see the model shifting.
Of course, you are correct, cellular phones will be gaining major usage, since that would probably be the way most subscribers would access their content. I agree with you about the medium, but who will be controlling the purse strings is where I believe the distinction comes in. In a nutshell, I feel that the content providers have a much larger incentive to make a deal with GMGC than the line providers at this time.
Best wishes.
Seconds Out. |
