SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: im a survivor who wrote (20877)6/8/1999 11:17:00 AM
From: ChinuSFO  Read Replies (2) of 41369
 
KG4, I am in AOL for the long haul. And why should I not. I have made a killing and I hope so have others. Now onto the cable/DSL thing. With the DSL launch a couple of months away, AOL has spent money to have their central servers upgraded to service DSL lines. This I am sure costs money and I presume AOL has spent that money already. Very soon the benefits of spending that amount will start to show.

Now for the broadband deal, the lines are not laid out yet in some cases and in other cases I think that ATT has to spend some more money to upgrade existing lines. Besides, AOL has to spend money at their server end to service cable calls. So why spend the money now when the lines are not ready yet. Why not spend it on DSL where they can reap immediate gains. Steve Case and the boys are smart. They have to drive home this to the investors. I guess they have opted to show them in concrete terms and that will take about 6 months or so. In the meantime, why not delay ATT from making the initial investment via court rulings such as the Oregon decision. The more the delay, the better are the chances for ATT to strike deals with the ISPs on bulk rates. So it is all a game.

Now some feel that nothing will help this stock unless Case himself speaks out. I don't think Case needs to speak for DSL and against broadband. Not politically correct for him to do so. All AOL needs to do is to show to the investing community the benefits of their trand of thought. And patience is the name of the game.

Hence I am sure that in the long run, 6 months plus AOL will come out ahead.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News