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Technology Stocks : America On-Line (AOL)

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To: DanielleC who wrote (28316)8/5/1999 8:47:00 AM
From: John Carpenter  Read Replies (2) of 41369
 
In a battle of attrition, MSFT will barely be scathed,
while AOL will be fatally wounded.

Guess this is why Fidelity dumped AOL and purchased MSFT
several months ago.

In a battle where financial resources are the driving factor,
MSFT vs AOL is no contest.

Smart strategy for MSFT- if you can't win on the chessboard,
simply create a whole new came, a whole new dimension.
MSFT has rewritten the rules to play a war they can win-
the war of financial attrition. Interestingly, this will
have very little effect on MSFT's bottom line, while AOL's
bottom line will be ravaged.
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