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Technology Stocks : Internet Guru Discussion

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To: mavenwatch who wrote (3187)12/10/1999 11:09:00 AM
From: mavenwatch  Read Replies (1) of 4337
 
Steve, Any comments on CNBC annoucement today:

messages.yahoo.com

that Smith Barney thinks AOL could be in a deal with Walmart? The previously annouced AOL TV set top box with partners National Semi, Boca Research, and Phillips with ADSL could be the perfect product for the technically challenged and Walmart could be the perfect venue within which to sell them.

My original message in November wondering about this was:

Message 12072901


To: steve harmon - analyst who wrote (3176)
From: mavenwatch Tuesday, November 23, 1999 6:22 PM ET
Reply # of 3286

Walmart and free net access:
Steve,
I see you mentioned Walmart vis a vis free net access.
This has always seemed an obvious solution to me: walmart gives away a webtv style box with free net access to their proprietary portal which is designed to implement easy online ordering. Although net purists may raise a hue and cry over its default home page and I would expect limited surfing options (kidsafe etc), it makes too much sense.
The obvious customer are the many people for whom PC's will never be easy enough to operate.
Have you heard of any retailers including Walmart as well as others who may take the leap?
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