Bowling Alleys and Tornadoes: G&K Hunting Grounds Message Board

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Strategies & Market Trends : Bowling Alleys and Tornadoes: G&K Hunting Grounds

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To: Mike Buckley who wrote (65)	7/27/1999 9:13:00 AM
From: Uncle Frank	Read Replies (1) of 153

>> Uncle Frank would tell both of us that the issue you mention about AOL's e-mail address is what makes their business model a "sticky" one for customers. Mr. Buckley, I'm sincerely flattered to be quoted by you. This aol/msft battle over instant messaging may be the first salvo in their long anticipated war. The next canon ball may well be aol substituting navigator for IE as the integrated browser in their software. I'm not predicting a victor, but since I felt the fundamentals of aol's business were changing for the worse (free isps, $400 rebates for 3 year msn contracts, etc.), I sold my position in them last week at 124. This is the first time I "timed" an exit so well; Sir Dancelot will be proud of me <g>. Frank

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