AMERica on-Line, Another over valued company? Message Board

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Technology Stocks : AMERica on-Line, Another over valued company?

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To: Ed Zhao who wrote (8)	2/29/1996 11:24:00 AM
From: Scott Maxwell	of 222

Content is very important -- unfortunately AOL has not announced their plans for allowing Internet users to access AOL content; this will require some reworking of their software, which derives from First Class systems and is not compatible with HTML / WWW. Their browser is still way behind, so who knows if they will be able to revamp and open up their system before content providers abandon them. The big revenue for AOL has been in people-to-people services -- chat, mail, interest groups. Big users are paying > $100 a month. How long will they stay with AOL when WWW access is a plug-in box their cable company provides, or when it's built into their TVs? The builders of AOL took a big risk -- they went for share hoping the business would be like Cellular, where customers are locked in by habit and oligopoly so that huge "rents" (profits beyond marginal costs) could be collected. If they don't achieve dominance, they'll collapse financially as previous bills come due.

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