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To: Doren who wrote (25758)	7/29/1999 2:01:00 PM
From: J R KARY	Read Replies (3) \| Respond to of 213186

Is AOL - AAPL deal a prelude to introducing the "hand-held" ? Wonder if we will now (Seybold 8/31 ?) see it as it sure makes a ready "world-wide" market for AAPL's long rumored internet device . Some industry musings: ===== " July 29, 1999 -- Instant messaging, hugely popular with users of desktop computers, may be the killer app for Net devices, an industry analyst claims. "Instant messaging on wireless handled PCs and mobile phones will become as commonplace as voice mail in only a few years," said David Hayden, senior industry analyst for Mobile Insights (MI), a research and information firm for the mobile data communications markets. "Integrated wireless communications will be the catalyst that leads to the pervasive use of mobile information appliances," he added. Another analyst, Jerry Michalski, president of Sociate, another industry analysis firm, agrees. " allnetdevices.com ===== Now you gotta ask yourself does Samsung make small LCDs ? Jim K.

To: Doren who wrote (25758)	7/29/1999 2:28:00 PM
From: Mark Palmberg	Read Replies (2) \| Respond to of 213186

If the monopolies involved cared about the consumer, this stuff would be open, but monopolies don't have to care about consumers. AOL and Microsoft have always sucked. Neither makes any money on this stuff, how idiotic can you get? Have truer words ever been spoken? These companies are scared. Fear leads to anger, anger leads to hatred, hatred leads to.... Mark

To: Doren who wrote (25758)	7/29/1999 2:52:00 PM
From: MeDroogies	Read Replies (1) \| Respond to of 213186

Sorry, but that really isn't the whole truth. AOL has been more than happy to share their IM software with others...MSFT is just looking for a way to cash in as a free rider by utilizing AOL's system. The problem isn't open standards...AIM is essentially an open standard, and will be even more so when AOL (eventually) integrates AIM w/ICQ (it's gonna happen...ICQ is too compelling not to). If you look closely at the issues at stake, AOL has basically said that MSFT can't use AOL pipes to integrate - which is what MSFT has been doing. It isn't pointless bickering at all, it's about ownership of product - not openness of product. Oh yeah...they do make money on it...it's called advertising. Having spoken to some friends of mine in sales, they estimate that AOL earns about $50,000,000 to 178,000,000 on IM advertising. As for your 2 cents...you were wrong once, and you're more than likely to be wrong again because AOL is alot smarter than you give them credit. I know I underestimated them several times. AOL is nowhere NEAR a virtual monopoly...certainly not even close to the sort that MSFT is. Consider that while they are the largest ISP - they still don't have more than 50% of all users. NSCP browser is only 48% of all browsers (and, fwiw, is getting better w/each release despite your anti-AOL bias), though it would only be about 75% if they dumped IE from the AOL network. So, where is AOL's monopoly - or near virtual monopoly? Yahoo is a tough competitor, and MSFT/Excite/GO aren't that far behind, either - at least in terms of ad revenue. I think you'll find that AOL allows NSCP to stretch its legs and they're going to surprise you as their product line is improved and enhanced.