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Technology Stocks : Westell WSTL
WSTL 6.0100.0%3:07 PM EST
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To: Neal Hopper who wrote (15246)2/19/1999 9:27:00 AM
From: Charlie Smith  Read Replies (3) of 21342
 
Neal:

The "content" providers are nothing more than a giant Maginot line. Look at what MP3 is doing to the music business. The internet is all about disintermediating people who hoard information. AOL doesn't really provide content anyway. They act more as a clearing house and an organizer/link to content providers. Their success has much less to do with the "programming" they provide than the fact that they were first with the easiest ramp to the WEB. Monolithic content is waaay overrated, IMO.

Charlie
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