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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: Venditâ„¢ who wrote (20939)6/8/1999 6:28:00 PM
From: Catcher  Respond to of 41369
 
people are basically inert. they stay with what they have.
this plain old truth will hold true with fancy things like
the internet. aol subscribers will "stay tuned".

i don't hold amzn (& won't) but based on the above it does
make sense to go into debt buying market share.

diff is aol is turning a profit while accomplishing same
goal. what more could you ask for?



To: Venditâ„¢ who wrote (20939)6/8/1999 7:47:00 PM
From: JayPC  Read Replies (3) | Respond to of 41369
 
<<Why is ATHM limiting itself to such a narrow audience? I see them as a buy out candidate.>>

I agree with you on this point. Some on the @HOME thread even suggest it may be a sacrificial lamb on T's road to cable domination. As and @HOME shareholder, I am not afraid of a buyout.. especially if AOL was to pay a 50% premium <gg>

<<All of the media coverage I have read or seen said that T will appeal this opening of their pipes. Whether T wins or loses this battle in court the fact remains that the appeal process will take YEARS.>>

Listen to the conference call. T will not be slowing down any of its BB plans. As far as Portland goes, they did not even have plans to offer it in that area.

I applaud AOL's search for BB in DSL and Satellite, but personally feel cable is where its at. You know I own AOL (about 90% of the value of my @HOME holdings). I want AOL to have a cable strategy that works. If they do, we as share holders will be better off.

regards
Jay

PS it is possible for more than one company to be a winner in this game.