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Technology Stocks : America On-Line: will it survive ...?
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To: Jorge who wrote (12390)12/7/1998 8:06:00 PM
From: RocketMan  Read Replies (1) of 13594
 
I hope you and Benjamin are right. I've followed some of those rumors as well, and along with others I was surprised when they announced the Netscape deal instead of a cable partnership. But then, Case has brought this company a long way, and who am I to outguess him? You can argue that the Netscape/SUN deal gives AOL the opportunity to penetrate the business market and to pursue their plan for "AOL everywhere" or whatever they call it. Bandwidth is critical, but it might be a longer term issue than business penetration. From what I have seen, cable and DSL penetration is not expected to be more than 25% of the market by 2002, so there is time for AOL to work out something with ATHM or other bandwidth provider, but Netscape is there now for the taking. So let's see what develops.
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