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Technology Stocks : America On-Line: will it survive ...?
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To: Yikes who wrote (10783)7/27/1998 8:47:00 PM
From: Keith A Walker  Read Replies (1) of 13594
 
AOL aka MSFT. This is really an apples to oranges comparison. Microsoft got a huge break with IBM and Gates capitalized on it, then was pushed along (and given plenty of code) from Intel. By the time IBM realized they had been hoodwinked, it was too late and OS/2 has gone the way of the stagecoach.

The barriers to entry became excessive. (OS/2 ran over the billion dollar R&D mark with very little market penetration by comparison to windows)

In the online service provider world, the barriers to entry are realatively minor and all the major telcos/cable providers realize they had better get on the bandwagon or get left in the dust.

AOL is enjoying its time in the sun, but, storm clouds are on the horizon and this coming earnings report may be the best they can ever hope for. After that, the house of cards that Case built may get exposed for what it is: a financial numbers game.
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