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Technology Stocks : America On-Line (AOL)

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To: Rico Staris who wrote (15337)5/6/1999 8:00:00 PM
From: Rico Staris  Read Replies (1) of 41369
 
FROM STEVE HARMON-ANALYST!

Message 9371177

To: Adam Mikiewicz (1493 )
From: steve harmon - analyst
Thursday, May 6 1999 7:38PM ET
Reply # of 1504

athm - important to remember and consider the impact of at&t on the equation here.
at&t can market @home as a dsl and cable service -- @home as 'broadband' and not
just internet

add in the mediaone acquisition and at&t looks like it could pose a threat to aol

which is what i saw in @home from the start, an 'aol on steroids' -- with at&t's cash
flow and billing systems, reach across telco and cable @home could be huge

Good Luck to all....
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