I think you are missing many peices of the puzzle. I believe it is fact than no cable company has an anywhere strategy. To my knowledge, because of their structure, should they develop one, the price would not be competitive to aol anywhere strategy.
Second, you should not forget that AOL has SIGNED agreements to deliver AOL through high speed DSL. These agreements reach more homes than ATHM can. Again, don't get caught up in the fear of media publishing and try to stay focused on the progress of the business qtr. by qtr and the deals AOL signs to progress the business.
You pointed out potential threats, but nothing hurting AOL today. They would like to sign some cable agreements and I am sure they will at some point, but there is not a shread of evidence to support the argument that cable will do anything to AOL's dominance of the ISP market.
I am all for staying on top of trends and watching the competition, but the market has gone nuts over threats that are promised. Not delivered competition. It is important to be aware that in the last qtr, AOL's slowest, they increased subs by a larger number than all the other major competitors combined. Bad mouth this company all you want and you will have the media on your side today. My money is betting on AOL
P.S. Can you name one business reporter that gets compensated more than 200k a year? While these folks may sell publications, they don't do much forward thinking on their own, just write what sells and that is fear and greed. What were they writing when the stock was hot...you got it, what people wanted to hear. |
