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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (2997)3/3/1999 4:50:00 AM
From: MikeM54321  Read Replies (2) of 12823
 
"I know this topic has been covered before (by Sam Citron, Dave Horne and others) but I didn't quite follow it? But let's say AT&T/TCI is allowed unregulated access to the home, and if RBOC's are allowed unregulated access to the home with their DSL services, then doesn't that leave AOL --> SOL?"

Thread,
I ran across this interesting comparison statement from AtHome:

CBS MarketWatch: "Separately, AtHome said it plans to triple to 1 million (from 333,000) the number of subscribers to its high-speed Internet access by the end of the year, Ken Goldman, the company's chief financial officer.... It took AOL nine years to hit the million-user milestone, Goldman noted."

I'm not suggesting shorting AOL (coming from an investor who thought the WWW was going to kill AOL). I am merely pondering the fact that no one seems too concerned about the future of AOL as broadband access becomes more widely spread? AOL needs to do some kind of deal, I would think. But their first attempt at a deal will be to get the FCC to regulate broadband. If that's not successful, then it would have to try to hitch a ride somehow. But $20plus/month is hard for a consumer to bear who may already be paying $40/month for broadband access.
MikeM(From Florida)
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