Frank Coluccio Technology Forum - ASAP Message Board

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Technology Stocks : Frank Coluccio Technology Forum - ASAP

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To: Jay Lowe who wrote (582)	12/2/1999 1:25:00 PM
From: Jay Lowe	Read Replies (3) of 1782

Re: WAN apps + broadband providers Today I'm being impressed by the synergy between the web-based desktops and the need of the broadband players for a "killer app". Message 12167876 Message 12168037 Why do I need fast internet? Because it enables web-served applications and all the advantages that accrue thereby. What if @Home licenses one of these web-based desktop environments and bundles it into their service offering? That would represent a major change in the playing field. COnsider what happens to @Home's valuation if they are perceived to be supplying an alternative solution to MS Office ... rather like grabbing the high ground. In other words, @Home captures the customer's desktop focus instead of Microsoft, i.e., the customer "lives" within @Home's service and perhaps never buys a Microsoft product. Such a shift would mean that the @Home subscriber valuation would have to be revised dramatically upward ... perhaps even beyond AOL's subscriber valuation. Thoughts, anyone?

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