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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Mike Buckley who wrote (4614)	8/4/1999 7:12:00 AM
From: Teflon	Respond to of 54805

I'll take that bet, Mike <ggg>! Teflon

To: Mike Buckley who wrote (4614)	8/4/1999 9:59:00 AM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

>> I'd bet on AOL when it comes to this particular gorilla and king. It looks like I did a good job in portraying aol as a "sticky portal" a few months back <g>. But in order to apply the stickum, they have to get the newbies to come into their lair. This will be a slow motion battle, and the ammo will be wads of money. As I see it, * AOL will continue to spam the newbies with cd's and free trials. * Mr. Softee will give away $400 rebates towards a new computer (which is a free low end computer) for MSN sign ups. * AOL's adoption rate will decline, though their retention rate will still be high. But their business model will be severely damaged. I don't think content is an issue any more. With msn as an isp and Yahoo as your home page, you don't give up much in terms of content or ease of use vs. aol. JMHO, Frank