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Technology Stocks : America On-Line (AOL)

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To: George Martin who wrote (17724)5/19/1999 10:20:00 PM
From: John F. Dowd  Read Replies (2) of 41369
 
George: I think many overlook the wide array of services that T can offer to businesses. If they paid an average of $3000 per subscriber over all their acquistions and they can avg. $100 per month per subscriber attributable to the cable franchise then the pay back period is 30 months. Business could easily see value in charges of $1000 per month for the right bundle of value added services. High speed connections between offices, funds transfer,record storage,video conferences and the storage of same,etc.;the mind boggles at what the worth of a controlled high speed broad band distribution system can do. On the consumer side you have financial services and entertainment. Vendors will flock to the carrier that can generate the sales fastest. No T did not pay too much. That is why they pay Armstrong the big bucks and not Jubak. On the other hand it did take T a while to get rid of Allen.

JFD
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