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To: 16yearcycle who wrote (72091)	8/5/1999 11:24:00 AM
From: Bill Harmond	Read Replies (1) \| Respond to of 164684

I think it's an over-reaction. Whatever model works for Microsoft would work for AOL.

To: 16yearcycle who wrote (72091)	8/5/1999 11:32:00 AM
From: Wizard	Read Replies (1) \| Respond to of 164684

AOL vs. MSFT AOL has been rumored over and over that it is going to get killed by XYZ. First it was the phone companies. Then it was MSN that was going to put them out of business. Then it was the Web itself. Then is was broadband. Now we are back to Microsoft. Well it looks like access is going to be under pricing pressure - that is for sure. However, at $82, its discounted. Besides, the play here is monetizing subs from ecommerce and advertising. Microsoft can't do that. AOL will be back. Bought more on this panic.