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Technology Stocks : America On-Line: will it survive ...?

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To: Kashish King who wrote (1825)2/23/1997 6:16:00 PM
From: Brian K Crawford   of 13594
 
Preach on, Rod! That was FUN-damentalist!

<< AOL will survive as a super-site organizing the Internet into managable pieces.>>

AOL management agrees with you. This is a PART of their business plan.

<<There will be hundreds if not thousands of such services>>

This is where the opinion difference comes. If AOL can't grind out a profit, the small timers won't either. More likely is a FEW big brands will survive. Only a few. Yahoo!, CNET, ZDNet, MSN....AOL...etc

<<Users can select their physical connection provider and them subscribe to any number of services or super-sites, as they see fit!>>

Of course. Now you are back on track with the AOL market share grab and dominance plan. Won't the users typically settle for one provider who gives them the most performance and flexibility?

<<The only people who could possibly make any sense out of AOL will be devout communists or those who really don't think we need cable television because we already have three networks controlling what we see and when we see it.>>

You lost me....

And on the Standards thing that makes up a lot of your post:

Only 11% of Americans are online, last I remember. A lot less internationally. Middle America doesn't really care how connectivity is done. They are concerned with value and performance....the nuts and bolts are boring. (and yes, AOL has been lacking in the performance area, lately)

I believe AOL and modem shortages will be remembered in a few years like the New Coke debacle and the Intel Pentium math calc boo-boo. A buying opportunity.

I did notice that the shorts haven't capitulated a bit....still about 25 million short at 2/15.

Good luck,

Brian
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