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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: DownSouth who wrote (774)3/18/1999 4:37:00 PM
From: Teflon  Read Replies (1) of 54805
 
DownSouth, how are you? Regarding this DSL stuff,

We went over a lot of this before. But DSL will not be the key to AOL's long term success as it has plenty of it's own challenges in store for it. AOL's biggest value add is its relationship with its subscribers. The GUI is awesome and AOL's international presence is going to be second to none.

DSL vs Cable Modems is an entirely separate conversation, and AOL will probably be delivered via most (if not all) broadband delivery platforms at the end of the day. Mr. Case will have no choice.

Teflon
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