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: jack rand who wrote (878)	12/24/1996 12:36:00 AM
From: Harry Larson	of 13594

I wouldn't be nearly as concerned about Disney as about Microsoft and/or AT&T offering $14.95 flat rate, and/or $1/hour no-minimum/ capped at $19.95. (to appeal to newbies not sure about $19.95). Either one would clobber AOL's model and forecasts. Whenever the last big guy moves to the prevailing price (as with AOL to $19.95) everyone thinks as if that will be the price forever. The history of online says otherwise. Already increasing numbers of smaller ISPs are moving to $14.95, some to $12.95 with 12 month advance payment. And, BTW, Boardwatch reports that the number of ISPs actually is increasing, not declining. "the number of individual Internet Service Providers has grown to some 3068 - more than doubling the number of Internet Service Providers in North America in a little over seven months." 11/96 boardwatch.com boardwatch.com Be sure to check out the service provider profile stats at the very end of the intro.

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