AT&T Message Board - Msg: 10656635

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Technology Stocks : AT&T

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To: lml who wrote (2710)	7/26/1999 1:50:00 PM
From: Jeff Hayden	Read Replies (2) of 4298

lml, I certainly agree that once the cable Internet connection becomes pervasive, first time users that enter the web through cable will likely never look to AOL. However, by that time I think the exclusive ISP status of Excite@home will probably be over. Will AOL survive during the period of Excite@homes exclusivity (3 yrs or so)? How fast will their present subscribers leave to get IP over cable? During this transition, I don't expect the 'newbie' to jump right in to IP over cable due to higher costs (which certainly will reduce with time). Will their newbie subscription rate via 56k modem keep AOL in the black as IP over cable ramps-up? Jeff

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