America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: musea who wrote (3230)	1/25/1999 3:16:00 PM
From: jhg_in_kc	Read Replies (1) of 41369

I think the internet and e commerce are also a threat to Microsoft and to ERP, supply chain, and other software sellers. You download the software as Java program and do not need to have Windows installed on your PC. In time, the PC itself may be under threat by the Internet. Dell may have to sell cheap internet applicances as you boot up your "window" by swiping your Java card... AOL (and other major portal/malls)becomes the provider of windows web top windows with a Java dial tone (McNealy's buzzwords) On the other hand something scary: ONSL will give away merchandise at cost, making money by just providing access to the product I guess. The impact of all computer trends has always been DEFLATIONARY. IMHO JHG

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