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: cody andre who wrote ()	11/22/1996 12:43:00 AM
From: Michael Burry	of 13594

It seems everyone I know, as they realize they can use Netscape on AOL and get unlimited access and content and customer service all for 20 bucks a month, are simultaneously realizing that they should switch to AOL. I just switched from my ISP, and others I know are as well. Further, many of the >50 crowd I know would not even consider anything but AOL, and they are getting onto the internet more as spouses die and children leave. The baby boomers are re-discovering the online world, and it is likely they will head right to AOL. I know this is simple research, but it's the kind David Lynch used. As more content is moved off AOL and accessed via the Web, I would think expenses will fall for AOL re: retaining content providers, and opportunities for wielding the large subscriber base with a degree of market power will increase. What is the downside now? High on AOL but still on the sidelines, Mike

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