RLM - Thanks for comments. Re: CMGI, in addition to the "usual" internet volatility, I think the relatively small float on CMGI really accentuates the whipsaw effects. Expecting the next split (or two !) may really help this. Don't expect same rate of exponential growth going forward from here either -- not compared to meteoric rise since 10/98.
**OT, re: AOL and cable vs. DSL issue. A lot of good commentary, links on AOL thread. Would recommend following article: Dell "White Paper" on Home Networking; link posted by some one on Steve Harmon thread. Good discussion of DSL - cable - wireless high speed internet access:
dell.com
FWIW, I posted my thoughts on AOL. For me, bottom line AOL will do well with DSL, wireless, AOL Anywhere strategy and the T - ATHM / Roadrunner food chain will do well, too.
IMO, both DSL and cable have some slight pro's and con's -- none on the magnitude to command dominance. (I hold extensive positions on "both sides and feel the broadband investment strategy is compelling forward -- going through the entire sequence from chips, suppliers, fiberoptics, the pipes, to content/portals).
IMO, the major thing will be who is the first to reach mass market availability: if RBOC's ramp up, they could get the edge (expecting Bell Atlantic Infospeed here June/July). Don't see too many people switching after signing up for their first high bandwidth connection -- except for cable modem users in high traffic areas who come to experience substantial slowdowns as new larger numbers of subscribers are signed on to the same line.
Good luck -
George Martin |
