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: Sam who wrote (6485)	12/18/1997 10:10:00 AM
From: IKM	of 13594

<<When are bears going to realize that cable access itself isn't gonna bring down AOL. Cable is an access medium with increased bandwith over a modem. As you can connect to AOL with a modem, you can connect to AOL with a cable modem.>> <<The most tech savvy aren't using AOL right now anyway. That is not AOL's market. Cable has a long way to go before "Joe consumer" decides to plop down $40 for access charges only.>> When are bulls going to realize that AOL is nothing more than a glorified reseller, living at the mercy of current telecom regulations. Subscribers use circuit switched lines for which the local telco incurs more cost than revenue for any but very moderate users. As unbundling progresses at the state level, access cost to reach AOL will increase, even as cable modem access settles in a very comfortable price point, alongside set top box access at an even lower price point for the non-technologically savvy. The cable-based providers have their own front ends, they don't need AOL.

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