America On-Line (AOL) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : America On-Line (AOL)

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Vendit™ who wrote (16303)	5/10/1999 3:41:00 PM
From: Joe S Pack	Read Replies (1) of 41369

Vendit: I am not long on T. But my gut feeling says that money on T will be dead for another two to three years. As I have been expressing on this thread, merging of giant corporations rarely go smooth. Melding three corporations with two different technologies is not going to be smooth. Of course if T wants to keep cable operations separate and keep them as two different subsidiary that may be a different matter. But that is not what the intended purpose is. I think AOL made a very smart move in not throwing money into these infrastructure business. It is not just DSL Vs Cable war. It will be a vigorous competition on three fronts: Cable, DSL and Wireless. Did you see the move today by USWest to provide WebPhones from Alcatel? AOL already has a strong agreement with Alcatel and will be selling WebPhone. All these companies are targetting Phone based access. On marketing timing: Great job on today's timing. -Nat

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next