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Technology Stocks : America On-Line (AOL)

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To: John F. Dowd who wrote (17717)	5/19/1999 9:42:00 PM
From: George Martin	Read Replies (1) of 41369

John - Thanks for comments and well stated counterpoints to Jubak article. It seems so much hinges on whether the cable 'all in one ' bundling scenario will predominate or the multiple, selective, situational, separate access modes will predominate -- as Jubak is predicting. Regarding T / cable acquisitions, I thought Jubak's main point was the cost per subscriber fee paid -- would T generate sufficient return based on bundling model to justify cost. A lot variables involved here and still unfolding. <<Glacial>> is an excellent descriptor of historic RBOC adaptability, speed. However, with strong, pent-up audience for broadband -- and somewhat ready-made via AOL subscriber base -- I'm thinking the circumstances may be here to get RBOC's "interest" to move forward. As noted earlier, ? will cable telephony "threat" give further boost to RBOC commitment to DSL ? Agree with point about speed of implementation / availability of access being a key factor in cable / DSL derby. From a market perspective, not a technological perspective, it has seemed to me that this might in fact be a determining factor. Thanks again for interesting comments and points -- Good luck, George

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