Hey, VenditMan, thanks for the link (thanks to DOUG too).
I like the lower DSL pricing possibility, it will definitely put more
pressure on cable.
I was thinking to increase my position in ATHM by reducing AOL %, now
I have to think it harder pending on DSL pricing.
If DSL comes within $25-$35/month, who will be willing to pay
$40-$50/month for cable connection?
Few items bother me though, the Sprint sale and AOL's seeking
more cash by selling AOL shares will definitely put pressure on
AOL stock price for 1-2 weeks until some good news break out
to erase investor's old memory and hence push AOL to higher ground.
Learning from you, AOL's charts does not look very promising in the
near term, probably side walk for a week or 2 until some news breaks out.
This free PC with ISP contract from box makers worries me too, it
means the box makers will control the deal, AOL has to play
their cards to be awarded with that ISP contract.
I also worry about the news about YAHOO buying an access company, if
YAHOO go for free ISP and offering DSL/CABLE on their page for free-low-end-isp registered members, AOL will be in hot seat, I don't have any answer of how AOL can cope that pressure except off the same,
but then AOL cash cow will be sick.
The risk of owning internet stock is great but the reward is also
great which I have already experienced, my worry is purely derived
from greed, honestly.
Hey, thanks again.
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