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Technology Stocks : America On-Line (AOL)

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To: Sonny McWilliams who wrote (37812)1/17/2000 7:27:00 PM
From: ChinuSFO  Read Replies (3) of 41369
 
Henry Blodget is currently being interviewed at CNN's Moneyline. Does not believe that AOL-TW deal is a negative for AOL. Instead he thinks that this year will be a shakeout year for B2C and that AMZN, AOL & YHOO will be the survivors. If he thought AOL would go broke then he would have said that. It is becoming a "hard to digest" proposition for the market in my opinion. I am sure that the deal has left ATT stunned.

When everybody thought that ATT would be the "information gatekeeper" with their broadband monopoly, the field has been thrown wide open with this merger deal and suddenly the consumer has a alternative to ATT. Expect prices to drop along with the Open Access Coalitions lawsuit of which AOL was a major player. Did we not smell a relief in the remarks of the FCC offcial who said that the AOL-TW deal was "remarkable"? Well, FCC is a beneficiary since they do not have to get caught up in the middle of the feud.

AND THAT IS THE WAY IT IS
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