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Strategies & Market Trends : Gorilla Game Investing in the eWorld

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To: Curbstone who wrote (58)	9/5/1999 3:22:00 AM
From: Bruce Brown	of 1817

>AOL is a nursery for clueless beginners to the online world. The reason they don't switch is because they don't know how. Most of them cannot even view a picture sent as an email attachment. In the context of the online nursery AOL is an enabling process that will continue to propagate new seedlings until hardware makes online access as simple at turning on your TV set and/or speaking to the box. Clueless beginners? In that frame of mind I guess we could say that People Magazine is a periodical for clueless beginning readers who wouldn't know how to tackle the pages of a real book or periodical with more 'technical' articles without pictures. Or Apple is a computer OS/hardware combination for clueless users who obviously are just beginners and only require a toy rather than an obvious more technical 'real' computer. Or a rotary telephone is for clueless beginning telephone users who wouldn't be able to figure out a touchtone contraption. Or cavity back irons are just for beginners who wouldn't have a clue about hitting a golf ball with a forged blade. We could go on and on. Point being - there has always been and will always be a market for various types of products and throwing 'all users of that product' into a stereo type is akin to a admitting a narrow, limited, blinded focus bordering on fanatic. That being said, AOL (which I personally do not use living overseas) is such a product used by all types of users with as well as without knowledge of how to use another ISP. However, they 'choose' to use. 19 million of them (so far). That's the important word - choose. Be it People Magazine, Mac computers, cordless touchtone phones or Callaway X-12 irons. I've ordered the new 'Manual' to see what has been said about AOL. I know Geoff Moore has spoken about it at length on the GG e-mail list over the past year. BB

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