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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (27925)	8/5/1999 3:54:00 PM
From: Teflon	Respond to of 74651

Excellent post, Frank. <eom> Teflon

To: Uncle Frank who wrote (27925)	8/5/1999 5:13:00 PM
From: Jon Stept	Read Replies (1) \| Respond to of 74651

Uncle Frank, re:happy AOL stockholder... I respect your decision to sell. I assume that when you mentioned their business model may be damaged, you refer to decreased revenues from monthly subscription fees. Which is entirely possible if people don't join and or/defect. Here is another way to look at it: Let's say Schwab came out with a service that was going to offer you everything Silicon Investor did, for free. Would you switch to Schwab? Not me. Why? Because, everybody I talk to is here. And, if I am a new user, since everybody I want to talk to is here, I'll pay the money to talk to them instead of getting an inferior experience at Schwab. I don't agree that with MSN and Yahoo = AOL. That customer database that AOL has.... the buying habits 17 million... that is where the money is... just ask Wal-Mart. Super targeted advertising and e-commerce... I don't see MSN and Yahoo coming out with serious e-integrated commerce initiatives linked to their sites. Yahoo, has a list of hyperlinks from their sites... not very sophisticated. What do you think of AOL's recent e-commerce intitiatives? Just my opinion, and look forward to your response. Jon :)

To: Uncle Frank who wrote (27925)	8/5/1999 6:10:00 PM
From: Frank Ellis Morris	Read Replies (1) \| Respond to of 74651

>>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. In that post, I didn't even factor in the impact of dell and gateway giving away free isp along with their computers, which will hammer away at aol from the other side while they are confronting msft. It is hard to imagine that aol will emerge unscathed from the titanic forces at play against them. And once their growth slows, the market will really turn on them.<< Frank for similar reasons I too see the threat that Microsoft may have on AOL going forward. If I had a business and Mr Softe wass mad at me, I would do everything in my power to make MSFT happy. There is much bad blood between Case and Gates but Gates is the Great White Shark in the water smelling the Blood of Case. What in the world is going to happen with my shares of AOL going forward?? I am getting a bit concerned. Frank