America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: RocketMan who wrote (28802)	8/9/1999 2:47:00 AM
From: Tie Zeng	Read Replies (1) of 41369

If that is the case, the MS folks don't even bother to mention the plan. AOL has over 2/3 of revenue from subscription fee. They make lots of money from this bussiness. E-commerce revenue is only a relatively small part of their revenue. If MSFT makes ISP free, AOL will lose quite a bit of their profit. And MSFT never intend to make money from subscription fee. MSFT always has a very good profit stream from their DOS and Mac applications. They were never afraid of a price war with other software makers on desktop software. In fact, I remembered Bill Gate did make a threat to either Lotus or Borland that they should not have a price war with MSFT because it has so much cash. If MSFT does offer "free" ISP, the impacts will be first felt by MSPG and ELNK. As I said, it is hard to evaluate the effects before MSFT has the details out if they indeed to offer such "free" ISP. But even now, I don't think Steve Case have much sleep since that news was out. Tie

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