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Strategies & Market Trends : Gorilla and King Portfolio Candidates
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To: Teflon who wrote (201)2/20/1999 3:49:00 PM
From: JRH  Read Replies (2) of 54805
 
Good discussion going on here. Thanks Teflon....

For the record, I believe AOL is a Gorilla

I am curious as to how you think that an internet service provider can be a gorilla when 1.) there are no barriers to entry (except time itself) and 2.) there is nothing proprietary about their services. Or, do you think AOL has established itself as a gorilla because of the actual AOL content that it provides that can't be used by anyone but AOL users?

DSL technology is not going to get us there. To believe that twisted pair copper lines will ever compete with the one massive bandwidth pipe (the cable line) already entrenched in the American culture is absurd

But doesn't DSL technology basically give the same high-speed performance that cable does? From what I understood, cable performance decreases as more users jump online. Therefore it would appear to me that cable is not the technology that will lead us into the next millenium. But, of course, I could be wrong.

Just trying to stir up discussion ;o)

Justin
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