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Technology Stocks : InfoSpace (INSP): Where GNET went!
INSP 76.34-2.8%10:58 AM EST

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To: RTev who wrote ()7/1/1999 5:25:00 PM
From: RTev   of 28311
 
my understanding is that AOL is not interested at all in being an ISP.

Well, yes and no. It depends on what you mean by "ISP". It's true that AOL doesn't seem interested in being a carrier since they sold off the network they had built along with the even bigger network they bought along with Compuserve. WCOM now owns and leases to AOL (and to MSN) the infrastructure on which they offer their service. WCOM owns the backbone, the modems, and leases the last-mile connections that AOL uses.

Depite that, AOL is very much an ISP and seems intent on staying in the business. Even though the service is offered through pipes leased from WCOM, the user is getting their internet service from AOL. Even the vaunted e-commerce and advertising revenues depend largely on AOL-as-ISP. They trap users into their system with a tight grip cannot be matched by any other ISP.

I would be satisfied with an blend of AOL/GNET because of the 20 Million people that would come with that.

Why do you think the content it would be a blend of AOL and GNET? It's far more likely that AOL would do what it does now -- make it difficult for the user to get out of the AOL universe. GNET would not enjoy any advantage on such a system.

But what about those millions of customers? Does that really matter? I don't think so. The speed and convenience of broadband is enough to draw the customers who can benefit from those things. Even without AOL, the customers who want those things are going to get them, either from the cable company or the telephone company. AOL might need broadband, but the companies that offer broadband don't need AOL.
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