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Technology Stocks : America On-Line (AOL)

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To: red_dog who wrote (14881)5/5/1999 12:42:00 PM
From: Sam  Read Replies (4) of 41369
 
Lets face it AOL is losing market share.

You're joking right? If anyone believes the sky is falling simply because T sealed the bid your dreaming. They need to execute, they need to fire people, they need to come up with a strategy that works. Last count, T and ATHM combined subscriber base doesn't even come close to AOL. We're not talking a couple hundred - we're talking millions.

What amazes me is that everyone thinks broadband is going to be adopted so eagerly. Folks, it's going to take a lot of time and effort. More importantly, it's going to take a monumental marketing effort to get the average american household to belly up and pay for broadband. We see the world through rose colored glasses, salivating that we get higher KB/sec downloads and brag that we downloaded the latest Star Wars trailer in under 5 minuets.

Meanwhile, the mass market consumer simply logs in, reads some e-mail and surfers the Web for awhile. It's AOL bread and butter - and their execution has been flawless in capturing the market. All signs point to further gains.

S.
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