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Technology Stocks : America On-Line (AOL)

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To: Benkea who wrote (20497)6/5/1999 9:43:00 PM
From: Mike Torrence  Read Replies (3) of 41369
 
I am long AOL and subscribe to both AOL and ATHM (AOL since 1994 and ATHM for a year and a half)and the point is for the next three years (more or less) how many people will have access to cable vs. phone lines? It's that simple. You have to dig a hole in the ground for cable. No hole digging for the phone line(yet). It takes a couple of guys to dig the ditch and another couple of guys to install the cable modem. It takes each couple a couple of hours to do what they need to do. With AOL you throw in their most recent floppy, which is probably more available than any other net related commodity I know of, and you're off. I am not suggesting AOL will not be involved with cable. I think they will forge the appropriate alliances and it will be easier after Friday's decision in Oregon. Do you think ATHM will be involved with the use of phone lines and if not how many potential customers will they be missing? How much advertising revenue will they be passing up? Etc...

Mike
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