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Strategies & Market Trends : Gorilla Game Investing in the eWorld
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To: William who wrote (140)9/6/1999 9:16:00 PM
From: Brian K Crawford  Read Replies (1) of 1817
 
Seems to me....AOL users are as "Main Street" as they come. AOL is way in the lead in the US internet dial-up tornado. Clueless or otherwise, AOL has a bunch of sticky, paying, middle-market customers.

Currently, AOL is getting ready to apply what they learned in the US market to the European, South American, and Asian internet service tornadoes.

The research I have done this weekend on AOL indicates they have a very well defined strategy in 1999:

1. Continue introducing as many Main Street users as possible to the internet through AOL dial-up. (the original strategy)
2. Align a group of DSL providers to install and co-market xDSL access.
3. Roll out a new AOL client with added features for high speed users.
4. Market high speed access as an upgrade to their existing dial-up accounts.

There will be a marketing blitz later this fall when the new AOL 5.0 client is introduced. 5.0 has auto detecting features for high speed users, and will bring added features, including music and video. AOL has agreements for xDSL marketing and installation with several of the RBOC's, including SBC, Ameritech, and Bell Atlantic. Also GTE.

It should be interesting to see the sign up numbers unfold versus cable.

BTW, I guess I need to apologize for so much AOL chatter. Didn't realize some of you were interested in focusing the discussions here on the publicly traded internet venture capital plays.

Brian
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