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

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To: steve lipson who wrote (5003)10/10/1997 10:03:00 AM
From: Todd Daniels   of 13594
 
>>Todd: I'm surprised at you. Your analysis is usually much more >>penetrating.

It was a penetrating as the shoddy journalism which begins
asserting fact and then makes clear it's large speculation.

Even if true, as the story notes, there would be severe anti-
trust issues and MSFT would want a "trusted partner" and would
never let go of the MSFT/MSN name. That doesn't say AOL.
And, of course, AOL doesn't have the cash anyway -- as do the
likes of Disney with whom MSN partners.

So if you want to believe the story, consider that someone else
might do a better job with MSN and make it more competitive
with AOL.

And, if you want to speculate, consider that anti-trust re. Internet
might cause WorldCom to break up the CSRV/ANS/AOL deals in order to
buy MCIC. In fact, obviously they were plotting MCI at the time
those deals were made -- so one might speculate they were done
to create sacrificial lambs in order to complete MCIC.
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