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Technology Stocks : America On-Line (AOL)
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To: Steve Robinett who wrote (3116)1/22/1999 11:10:00 AM
From: Keith Howells  Read Replies (2) of 41369
 
Steve,
I agree with you when you state that AOL's biggest problem long-term is bandwidth. I disagree with you when you say that they have 2-3 years to solve the problem.

I think that @Home is a real threat - now. It is quite apparent that they have alot of support in the industry and that they have T as a big backer. Further, they have taken steps this week to gain the portal or front end and apparently ATT wants to 'sell' them their internet business now. Won't take long before @Home is a big player through cable or over the phone lines. They are preparing to go toe to toe with AOL in the very near future. That's my personal opinion.

I think AOL needs to establish itself now in the cable market in order to combat this threat. I have used a cable modem, and personally there is no way a 56K connection will cut it. XDSL is part of the solution, but not the entire one. Cable rounds out the portfolio of offerings. As I see it, there is only one other cable company out there right now worth talking to and that's Roadrunner. As I see it, an alliance between AOL and Roadrunner, which brings along Time-Warner and all of their content, is a terrific match. I think if they wait though, a company like YHOO would have the opportunity to form an alliance with Roadrunner, then AOL could get left out in the cold. The alliances seem to be taking shape now. I think we're getting a view of who will survive in the future. AOL needs act quickly, or they could wind up playing second fiddle to a very powerful @Home company.
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