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Technology Stocks : America On-Line (AOL)
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To: flickerful who wrote (3299)1/25/1999 6:25:00 AM
From: Robert Scott  Read Replies (1) of 41369
 
I believe it will become a 2 horse race = ATHM & AOL. They have the content now and the speed soon. AOL's AOLAnywhere should keep them growing nicely and I expect AOL to acquire customers from other ISP's. Global presence should also expand nicely. Don't know how strong they are outside of Europe, but they seem to be excellent marketers so with internet penetration in the low single digits in most of the world, should provide a nice growth stream for some time. ATHM I think will get very aggressive acquiring ISPs. They must as their rollout is just too slow. Phone companies will make a fortune on ADSL if they keep the pricing reasonable and make the technology reliable which I think they understand they must after the disaster with ISDN. They seem to understand that they must canabalize their T1 lines with ADSL and that they will win big time if they do so.

Broadband will make the internet so compelling that, along with cheap PCs, internet penetration will keep up its pace of growth. Broadband will also give content providers a whole stream of services to offer - how far away now can video-conferencing be for all of us? Fiber barrons will make money hand over fist as data growth explodes. Next 3 years are going to be something to watch.
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