<<I too would rather see aol out of the picture from a pure play perspective. >>
Why ? Would you rather have those 18 million sets of eyeballs with you, or against you ?
<<E@home has the potential to easily gain market and surpass aol with sub numbers over time. >>
Ha. That's pretty funny. Thanks for starting my Saturday off with such a good laugh. You say "over time". You must be talking about Y3K.
<<The key is still roll out to me. As fast as it is available it sells. >>
That just simply is not true. At first, it will have a little merit, as people will have very limited choices. However, high speed access will offered in a myriad of ways, from a bunch of different companies at a bunch of different prices. Bottom line is it will work as everything else will. Consumers will choose what they like best for the money they spend. I would not bet against AOL in this forum. They have the content, they have the customers, they have the know how and they have high speeed access.
<<What more does aol add? >>
Well for a start, how does an initial customer base of over 18 million sound. Would you like to pitch your products and/or services to these 18 mil immediately, or put your efforts into first gaining maybe a couple mil....over time. I could spend all day long going over "what aol brings to the table"...if you don't know by now, it is a very, very moot point.
<<Marketing? Excite will bring it in time and lots of dollars. >>
Wonder why excite is like the stepchild nobody wants...uness it is pared with an aol or yahoo ???
In any event Solid, I am long both ATHM and AOL. I feel a deal will be done with AOL, because frankly, it makes sense, and both parties want what the others have, and both know, the other will get what they want over a long period of time, so they would be wiser to suck up the ego's and do a deal now.
Good Luck. Differing views make for interesting conversation, especially when both views are hoping for the same end results.
Have a great weekend.
KG |
