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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic
INTC 35.83-5.4%2:31 PM EST

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To: Brian Malloy who wrote (25993)5/9/2000 5:21:00 PM
From: Sonny McWilliams  Read Replies (3) of 27012
 
Brian. First of all, AOL did NOT cut off DIS and second, my argument stays as far as DIS/TWX is concerned. DIS bought ABC and is now trying to wield powers with a game show. Since when do companies have no right to take actions when a contract cannot be reached because a company wants a free lunch. And talking about going forward in actions against companies that look like competition to you, DIS is right there. Remember? They were one of the first to squawk about the AOL/TWX merger. What about that merger between DIS and ABC? What was that? AOL is an internet company and is getting together with an old economy company. AOL has no cable so far and getting together with TWX is not the threat pundits make it out to be. Things about some problems in that merger can be worked out beforehand.

About this IM thing. You couldn't possibly be on Msft's side in that case. Hacking into other cos. properties is really not the same thing as the MS Explorer and Netscape situation. AOL has gone thru lots of up and downs to survive as an ISP and has not stifled other competition. They just did it better. They did not undercut competitors with free service, it's more the other way around.

TWX taking DIS off in some locations, because DIS supposedly wanted a free lunch, is not the same thing as cutting competitors off because they could spell competition. This DIS/TWX dispute was over money and not competition. TWX claimed that they would have to charge their own customers at least a dollar more evtl. by giving DIS more free access. All DIS would have to do is pay TWX the same thing DIS charged their own customers. What's wrong with that?

Anyhow, you give AOL/TWX too much credit. They want to become the greatest company alive but content and loyal customers is a thing you have to work on and nothing you do can stop other cos. from becoming successful with the right know how. AOL cannot control cable lines once they merge with TWX. They would not have enough. That's a lot of bull pundits try to put out to prevent a merger. But you are def. right. There is always new technology around the corner. The trick is to be on your toes and keep up with the new. So far I have faith in AOL. It was up today despite the gloom and doom. gg. So where is the beef with an AOL threat if you think someone will cut them down to size in 5 years? Let me know who it will be and I will buy the stock. gg.

Sonny

PS. Maybe we will have a new DOJ next year.
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