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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here

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To: MikeM54321 who wrote (6224)1/11/2000 11:09:00 AM
From: Raymond Duray  Read Replies (1) of 12823
 
Hi Mike,

Re: 100MM subscribers. This figure includes the 20MM AOLers, all magazine subscribers and RR subscribers (less than 1MM, AFAIK). So the figure was throw out as a measure of how influential the new AOL would be to the overall consciousness of America. Very influential overall. But the broadband aspect of it is miniscule in comparison today. I'm not certain that I would agree with the notion that prices will drop. I suspect that another way to view this would be that AOL would like to provide much greater bandwidth without lower monthly fees, and actually, I would suspect that AOL subsribers would be asked to re-up from their $22 monthly fee to perhaps double that for broadband connectivity. Maybe you were saying the same thing in a different way, but I do not see this like the telephony model, where voice will eventually be free, as John Chambers has suggested. AOL will never be a free service, if anything, it will become more and more of a 'pay per view' sort of product.

Best, Ray
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