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Technology Stocks : America On-Line (AOL)
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To: TraderC who wrote (15234)5/6/1999 12:39:00 PM
From: Sam  Read Replies (3) of 41369
 
IMHO, NSCP was a bad purchase for AOL, as it will not
help at all with its long-term strategy in broadband.
Netscape engineers are leaving AOL by the truck loads.
You will see people gradually wake up to that fact

NSCP wasn't a purchase with broadband in mind. NSCP was an acquisition with eyeballs in mind - in particular, the nice upscale demographic of business users that surf during the work hours. It also allows AOL to leverage AIM, and introduces yet another e-commerce solution. And don't forget about SUN.

Where did you hear/read that engineers are leaving by the "truck loads" Yes, JZ left and a few other upper mgmt execs. I'm sure some of the workforce left as well. But don't play it up like some mass exodus - because that isn't the case!

As for the advent of any broadband strategy - AOL will serve as a good litmus test. It seems as if everyone forgot that AOL has signed agreements with both Bell Atlantic and SBC for DSL services. This serves over 20 million homes! The price point will also be attractive - releases have stated that the AOL/DSL bundle will be priced roughly $20 more then the service, which equals $41.95.

The biggest mistake anyone can make is to assume AOL doesn't have a broadband or cable strategy in the works. They didn't hire away Mario Vecchi from RoadRunner just for kicks. It was foresight.

S.
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