America On-Line: will it survive ...? Message Board

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Technology Stocks : America On-Line: will it survive ...?

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To: cody andre who wrote (3122)	6/18/1997 12:50:00 AM
From: steve lipson	of 13594

To all you would-be Feshbachs (and I hope you know who you are): Microsoft spent $1 billion to buy into the cable business, suggesting that Bill Gates -- for one -- sees some fundamental value in providing connections to mainstream consumers who want to get online. I would advise the AOL bears on this thread to stop moaning about imagined market manipulation, or the latest disclosure of relatively trivial levels of insider sales, and ask yourself some Warren Buffett-style questions: If trying to catch up with AOL requires companies to write checks $1 billion at a time, just how many competitors are really going to attempt to build the kind of customer base and brand recognition that AOL has achieved; and if AOL should manage to stumble and fumble all the way to becoming the defacto Coke or McDonalds of cybespace [horrors], then what would it be worth? Remember, a lot of people seriously underestimated five and 10 years ago what it was worth to be making a PC operating system, and a bad one at that, so throw away your answer and use the one Bill and Warren might give.

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