To: PAL who wrote (134644 ) 6/26/1999 9:30:00 AM From: Jill Respond to of 176387
Also--here's the Motley Fool on what AOL is doing...I like the fact that PalmPilots can access AOL email...Dell should probably take note...seems like it's such a competitive free-for-all right now that everybody's scrambling in every direction. Anyway: As the largest provider of Internet services, it's not surprising America Online was somehow involved with the week's most wide-ranging news. On Monday, the company announced a partnership with Hughes Electronics (NYSE: GMH) to market AOL's high-speed (broadband) service, AOL-Plus, to subscribers of Hughes' DirecTV and DirecPC satellite services. The announcement was the latest in AOL's unfolding broadband strategy. What made the announcement especially intriguing, though, is that instead of using the familiar PC, 'Net surfers will go online using a set-top box and TV. The coming of non-PC devices such as the set-top box have long been anticipated. Tuesday brought further evidence of their arrival when AOL announced that its members would have access to their e-mail using 3Com's (Nasdaq: COMS) PalmPilot handheld computer, with wider access to AOL's services eventually made available on the popular devices. This move away from the familiar PC as the center of the online universe is one reason PC makers are scrambling to form relationships, perhaps even merging, with Internet service providers. AOL was also part of that sub-theme this week through reports that it is planning to market a super low-cost AOL-branded PC that would boot directly into the online service without the familiar Windows or Macintosh operating systems. Would an AOL PC mean that AOL had entered the PC business? And are the PC makers really about to enter the online services business? Where do we draw the boundaries between these industries? Or can we? These are the kinds of questions that Rule-Breaking companies and industries regularly toss in our path. Perplexing, yes. At the same time, it can be Foolishly exciting if we approach these questions as opportunities to peer into and invest in -- actually grab a piece of -- the future in advance of its arrival.