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

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To: Eric Jorgenson who wrote (299)10/11/1996 3:45:00 PM
From: Zoltan!   of 13594
 
Re: Conclusions

"2. Microsoft believes there is room for at least two such providers--AOL and MSN."

Wrongo. Total, absolute non sequitur. Why? CompuServe and now Prodigy also have the same deals.

Actually the CompuServe alliance is much tighter and broader. They will have TWICE the presence of AOL on the '95 update launchpad. Both CSERVE and WOW! will have software and icons present.

Further, CSERVE and MS have a strategic alliance and MS will write all future software for both using its new Normandy platform.

In actuality, AOL's presence is a sop to antitrust concerns and a card played in its browser war with Netscape. It tells nothing about AOL's viability.

Regards
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