SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL)

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: jhg_in_kc who wrote (29030)8/9/1999 10:15:00 PM
From: ChinuSFO  Read Replies (2) of 41369
 
jhg_in_kc

I think both ATT and AOL have seen the futility of their past pursuits. AOL has seen its capitalization erode and ATT has seen city municipalities stepping in and mandating their business. All for what? Excite@Home? Is Excite@Home worth that much to ATT that they can afford to exclude the potential of 17 million subscribers from their business model. Is Excite@Home so good with content that they can steal 17 million subscribers from AOL?

On the other hand, does AOL think that they can hold onto "all" the 17 million eyeballs without broadband?

So ATT wants to bargain with AOL from a position of strength by cozying upto Excite@Home (should explain their statement today an Excite@Home). AOL on the other hand wants to position itself on the strength of its membership and DSL offering (competition to broadband). So let the titans talk. When all is said and done, AOL will have broadband, Excite probably will get sold to Yahoo, and @Home will continue to do what it does best namely lay the cables, provide specialized cable modem hardware for its new parent ATT.

IMHO
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext