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Technology Stocks : America On-Line (AOL)

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To: RocketMan who wrote (23806)6/23/1999 7:46:00 PM
From: puborectalis  Read Replies (1) of 41369
 
FOOL's TAKE...Sure, only 40,000 people get broadband access today via DirecPC's somewhat clunky system whereas about 750,000
customers use broadband cable access. And @Home alone expects to top a million customers by year end. AOL's alliance
with Hughes, though, marks just one of many that it has formed and no doubt will form in the future. The stakes are high not just
for AOL but for AT&T and other cable operators that think they have a chance to control the value chain in the multimedia
connectivity market. As I see it, the cable operators are playing a game of chicken they cannot win. They know that, and that's
why they will eventually swerve from their current course and negotiate an access deal with AOL.
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