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

To: RocketMan who wrote (25385)	7/10/1999 1:47:00 PM
From: Rascal	Respond to of 41369

I just recently read an article which was raising a RED FLAG about AOL's churn and customer retention rate. Everyone is worried about ATHM or T taking AOL customers. FORGET ABOUT IT.. this is already calculated into the business plan. This also means you are looking at the size of the market for INTERNET as it exists now. The market is not a ZERO-SUM game. The size of the pie for the future market is probably 100 times bigger than the current market. AOL is best positioned to capture the largest share of the future market as well as having a 80% customer retention rate or better(because of their Customer Loyalty Plan). YoU don't get it : IT's about MARKETING, stupid (not technology) The things we are thinking about now were in Case's and Pittman's out-box last year. HoHO HO .. it's going to be a very Merry Chris$tma$. JMHO

To: RocketMan who wrote (25385)	7/10/1999 1:49:00 PM
From: Ed Forrest	Respond to of 41369

RocketMan What a great clear thinking take on the current state of this thread.Perhaps the "dog days of summer" is the culprit? :-) Yes AOL 5.0 will earn new subs,every new innovative concept that AOL introduces only adds to their reputation as the leader in forward thinking management. :-) Ed

To: RocketMan who wrote (25385)	7/11/1999 2:44:00 PM
From: Tom Tallant	Read Replies (2) \| Respond to of 41369

Rocketman, Your AOL 5 question is a good one. Let me add this from personal experience: I recently signed up for an ISDN line. It is through Bell Atlantic. Currently AOL doesn't offer ISDN or DSL where I live. (In a fairly rural area). My alternative, if I want to keep my AOL account is to go through a local ISP and pay the additional $9.95 to AOL for content. The total will be around $50 dollars. The point I'm struggling to get at is-- When AOL rolls out AOL 5 and offers it in my area I will drop the local ISP(in lieu of cheaper price from AOL) and re-join AOL's full service. What that means is that...1)I will remain an AOL eyeball 2)at some future time I will be adding to their revenue base. 3) I would guess that there a # of people similar to me that do not live in large urban areas that will click on AOL 5's "Do you want faster speed?" button and do the same thing I will do. Tom