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Technology Stocks : Frank Coluccio Technology Forum - ASAP
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To: Jay Lowe who wrote (608)12/3/1999 3:49:00 PM
From: JayPC  Read Replies (1) of 1782
 
I question if @HOME's market value is based on its future subs. A BB subscriber is more valuable than a dial-up because of the "potential" their access to the internet holds.

With a 56.6 dial up you connect to something that is revolutionizing the way we work and play. But your speed severely limits that revolution. With BB the revolution is unleashed. Thats where I think the larger valuation comes from.

@HOME has the chance to become more than the virtual desktop. It can become the virtual home. However, as you mentioned so can AOL.

side note: Maytag has a washer and dryer that uses Java and connects to the net. It runs self diagnostics and contacts Maytag if it finds a problem. Maytag sends the repairman.

Where does BB offer an advantage in the virtual home? Entertainment. Shopping (virtual shopping). Communications (video conferencing). Is BB needed for your fridge to call the grocery store when you are out of milk? I don't think so.

Hmm... what good are the benefits that BB may provide for a virtual desktop or virtual home, if you can take the home or desktop with you, but you can't take the BB?

Regards
Jay

PS. As I edit my spelling mistakes I am watching the Mars Polar Landing on Real Player. I love the Internet!
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