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Technology Stocks : LAST MILE TECHNOLOGIES - Let's Discuss Them Here
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To: MikeM54321 who wrote (3000)3/6/1999 6:32:00 PM
From: Phil Jacobson  Read Replies (1) of 12823
 
if RBOC's are allowed unregulated access to the home with their DSL services, then doesn't that leave AOL --> SOL

Mike,

Don't underestimate the market power of AOL's brand, partner relationships, and customer counts. Once broadband becomes a more ubiquitous form of access I think you'll see plenty of providers salivating at the thought of doing a deal with them. I honestly don't think AOL has to worry about this too much right now. Although subscriber fees are key right now I also think they are planning for the day they have to be reduced or even eliminated, but again, I don't think that will happen. Money is fungible, and it may be hard to trace this in a particular deal, but they will surely demand a portion of the access fee taken from the end user by any broadband provider who partners with them.

Regards,

Phil

P.S. - I always look forward to catching up on this thread. Great way to spend part of a nice slow Saturday.
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