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Technology Stocks : America On-Line (AOL)
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To: ChinuSFO who wrote (20882)6/8/1999 1:08:00 PM
From: Tunica Albuginea  Read Replies (4) of 41369
 
Chimnoy Roy, I agree. AOL is in the cat's seat now. They got everything they need

-they are ALREADY deploying broadband through ADSL/ Bells.

-they have STOPPED ATT: ATT can't do anything in broadband until this
issue is resolved. Though the courts/congress this will take years.
-ATT MUST come to terms with AOL to resolve the issue .

-AOL HOLDS ALL THE CARDS because they are deploying broadband and ATT is not ( I do not think 500000 subscribers for ATHM amount to anything.)

-TIME IS WITH AOL: The longer this is dragged through the courts the more time the BBells have to deploy more broadband with AOL.Such as this:

209.207.238.30

-NOTHING will be done in broadband unless AOL is 100%satisfied.

I think AOL is sitting pretty.

Ball is in ATTs court,

TA

you said

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.
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