America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: robert duke who wrote (5490)	2/23/1999 5:24:00 AM
From: Infowarrior	Read Replies (1) of 41369

The devil is in the details. Reminds me of the Larsen cartoon showing scientists at a chalk board trying to prove a theorum. One writes in "Then a miracle happens" to solve the equation. The miracle assumption in this article assumes MCI will deploy Millions of users of DSL overnight. Ain't gonna happen. TCI and @home are deploying (and working on simplifying) a relatively easier technology with their cable modems. They are deploying as fast as they can and could be as high as 2 Million by the end of 1999. DSL will be lucky to have a third of that. Cable Modems are likely to be the Market leaders for some time to come. IT is interesting to see the carefully chosen Product America Online has selected for MCI >"COMPUSERVE" not exactly top of the line. BUT I THINK THE ARTICLE IS MISSING THE BIG POINT America Online is adding 1 million users every 40 days WITHOUT THE BIG BANDWIDTH. ATHM Is losing money on their installations because users need a cable modem and don't want to pay for them, AOL is wise to wait. By the end of 1999 ATHOME = 2 Million Users AOL = 30 Million Users and at that level they can buy their way into whatever market they want. As the Irish say "Time enough"

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