SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: eDollar.com who wrote (21565)6/12/1999 8:58:00 AM
From: ChinuSFO  Respond to of 41369
 
<<......If AOL cannot get into broadband in a TIMELY manner, it will go down further. Portland ruling doesnt mean any thing. Ma Bell will appeal and if this drags for 2-3 years before things settle, AOL wuold have lost the first come advantage.>>

eDollar, many things can happen in 2 to 3 years. One of the possibilities is that AOL could win. Also AOL is working with the Baby bells on DSL and in about 2 to 3 years it is possible that they will get a firm foothold. It is also possible that ATT would realize the futility of keeping the broadband pipes confined to ATHM and would strike a deal with AOL and other ISPs at rates that would make business sense.

This is battle against ATT monopoly. It could gain momentum in Congress in 2 to 3 years after other municipalities throw their weight behind the Portland ruling.

So many other things could happen. In your post, you present just one scenario to the readers. I don't think the investors are thinking on the same lines as you are. They are just scared of rising interest rates. To be candid, most of them got into AOL/stock market in a knee jerk fashion and they are getting out in the same manner. Those that hold on for long with AOL will experience the same rewards as have long term investors of INTC, CSCO, MSFT, AMAT, TXN etc.



To: eDollar.com who wrote (21565)6/13/1999 9:48:00 AM
From: Pruguy  Respond to of 41369
 
AOL has broadband aggreements signed that encompass 66% as many people as ATHM has the potential to cover. What the market isn't recognizing correctly yet is that AOL will hook up more customers on broadband with DSL than ATHM will with cable...In time they will understand this and the momentum will shift back to the longs....Just don't know it isn't soon enough