Gorilla Game Investing in the eWorld Message Board

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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Mike Buckley who wrote (81)	9/4/1999 1:03:00 PM
From: Brian K Crawford	Read Replies (2) of 1817

Hi Mike, Trying to clarify the point I wanted to make regarding AOL and the high speed access threat: 1. The conventional wisdom seems to be that AOL is a sitting duck, and Cable will scoop up users that want speed. 2. There is a stickiness aspect to AOL that most here acknowledge. 3. AOL (in conjunction with the RBOCs) will promote an xDSL upgrade path, and many current AOL users will take it. My conclusion: I don't think xDSL will result in a big profit addition for AOL, it just means they aren't as vulnerable to a competitive thrust from cable as some believe, IMO. For those interested: My local provider is GTE. Here is their range of offerings on xDSL. gte.com A personal example of stickiness: Originally an AOL user, I signed up for cable access, retaining AOL. I would just as soon switch over to DSL, but don't look forward to re-provisioning from cable... On AtHome, I owned it too. I got rid of it because I felt the huge AOL user lead, stickiness, and developing "AOL everywhere" initiatives were ultimately more powerful than AtHome's raw speed. Enough from me on bandwidth... I still owe a post on AOL's incubator investments. See you, Brian

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