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

To: Boplicity who wrote (28984)	8/9/1999 11:35:00 AM
From: nohalo	Read Replies (1) \| Respond to of 41369

I respectfully disagree. I believe that this deal if it materialises, will be huge for AOL. It will give AOL the fat pipe access that the analysts are salivating for. AOL will now be able to offer dazzling access, and features, and will be able to charge this to you and me. This will have an immense effect on their revenues. ATHM, I agree, has not delivered as a content provider, and the acquisition of Excite was not a good fit. T now seems to be re-evaluating the role of ATHM, and will probably relegate it to a pipeline. To carry the analogy further, T owns the pipe, ATHM is a mere pipeline, controlled by T, and AOL and perhaps others own the oil, and sell it to us. This is a rich deal for T and AOL, and of course, the subscribers will end up paying for it. I know you've been reading Ahaha's posts on the ATHM thread, and many of them are obscure to me, but he seems to have seen this coming a while ago. DA.