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Technology Stocks : Internet Guru Discussion
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To: steve harmon - analyst who wrote (1351)4/28/1999 10:53:00 PM
From: Fred Rollins  Read Replies (1) of 4337
 
Steve, I understand companies like AT&T wanting to get into cable. However, IMO, cable may be a short-term winner in terms of the 'net, but it will be a long-term loser. For telephone and Internet access, it seems to me that we are headed for a wireless future - and cable is all about wires. Also, as I understand it, as cable Internet usage increases, the access speed slows considerably. I have even heard that some cable users (for Internet access) have to use modems for downloads due to the slow speeds.

I'd like to know your opinion about this: is it really wise for AT&T and AOL (as you suggest) to spend big bucks on cable? Assuming cable isn't viable long-term, who do you see emerging as a leader in wireless (via satellite, for example) Internet access?

Thanks
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