Robert, here is what I think what AOL's plan:
(1) partner with all possible local Bells, MCI, Sprint, lastly ATT on DSL for the entire USA at a quick pace, this is good for Bells and AOL (2) seek the same DSL deals outside USA (3) Once the majority of DSL deals are sealed, AOL is covered by DSL broadband approach to all current and potential members in all eligible part of the world. (4) working on cable broadband deals at the same time but not to be pushed or accept bad terms (5) Based on (3), most people will have DSL as their PC to Internet connection before the cable (2-way) can be installed in their neighborhood, if I have a DSL already, why should I switch to a less reliable CABLE modem? Everytime the electricity is out, cable is out too but not the phone line!!!!!! (6) partner with satelite co. and all wireless co. for the next generation of connection... (7) 5-10 years...
(7) so, AOL will be in a very good position to defend itself with DSL connections, I think CABLE co. will be late in the market to capture the fast speed mania by the time they have all their cables lay in the ground... |