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Technology Stocks : America On-Line (AOL)
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To: Tunica Albuginea who wrote (22620)6/16/1999 5:39:00 PM
From: E. Davies  Read Replies (1) of 41369
 
I'm back here again trying to shake up your assumptions about the AOL vs T/ATHM debate, or DSL vs. cable.

-The Compaq -DSL link is a major piece of news. We have instant broadband all over.
-ATT will take over 2-3 years
In reality DSL services and cable services are both in rapid buildout and both will take several years (probably even more than 2-3) before they are "complete". There are complex technical issues for both broadband methods.

-ATT cannot offer ADSL because they do not have the last mile.
This is also untrue. Anyone who can go jump through the right hoops and follow the right procedures can become a DSL isp. You may debate whether that is "fair", but it is true. Currently ATHM provides DSL service in cooperation with Northpoint as part of it's @work division.

Dont insist on making this an AOL vs. AT&T/ATHM competition, even though Case apparently does. AOL has the most popular content on the web. ATHM has *one* very good method for accessing the internet. AOL has nothing to fear as long as they continue to provide content that people want, including broadband content.

AOL may want to rest on its laurels as the primary access to the internet. If they fear losing that near monopoly to broadband they will be all the better off for it in the long run because they will need to resort to their primary strength. Content.
Eric
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