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: jack rand who wrote (5986)	11/16/1997 5:48:00 PM
From: Steve Robinett	Read Replies (2) of 13594

Jack, The Excite deal seems to me yet another AOL attempt to find new ways to make a living. There are a zillion of these little combinations that might add a penny here or a penny there. I don't see any of them with big potential. As I mentioned in another post, what is AOL going to do in a world of digital TV and wide bandwidth? MicroSoft, by buying into comcast and other cable providers, has some idea wide bandwidth might help. AOL, with its brand new 56k modems, is still limping conceptually. Can AOL approach a cable company and dangle its 9 million plus subscribers in front of them? No. The subset of a particular cable company's subscribers who are also AOL subscribers has to be small. AOL has no long run strategy that seems to me at all impressive. One of AOL's little cost-cutting plays does seem to me clever. They cut a deal with Sony (I think it was Sony) to include AOL software as one track on audio CDs by popular rock groups. That's certainly an improvement on the shotgun approach of the past, stuffing every mailbox in America with a disk or CD. Still, it's just a little cost-cutting, not a vision for the future. Best, Steve

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