How high will Microsoft fly? Message Board

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Technology Stocks : How high will Microsoft fly?

MSFT 503.37

-1.6%

Nov 13 3:59 PM EST

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To: Uncle Frank who wrote (27925)	8/5/1999 5:13:00 PM
From: Jon Stept	Read Replies (1) of 74651

Uncle Frank, re:happy AOL stockholder... I respect your decision to sell. I assume that when you mentioned their business model may be damaged, you refer to decreased revenues from monthly subscription fees. Which is entirely possible if people don't join and or/defect. Here is another way to look at it: Let's say Schwab came out with a service that was going to offer you everything Silicon Investor did, for free. Would you switch to Schwab? Not me. Why? Because, everybody I talk to is here. And, if I am a new user, since everybody I want to talk to is here, I'll pay the money to talk to them instead of getting an inferior experience at Schwab. I don't agree that with MSN and Yahoo = AOL. That customer database that AOL has.... the buying habits 17 million... that is where the money is... just ask Wal-Mart. Super targeted advertising and e-commerce... I don't see MSN and Yahoo coming out with serious e-integrated commerce initiatives linked to their sites. Yahoo, has a list of hyperlinks from their sites... not very sophisticated. What do you think of AOL's recent e-commerce intitiatives? Just my opinion, and look forward to your response. Jon :)

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