Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Simon Econovich who wrote (29458)	8/15/1999 11:36:00 AM
From: Pruguy	Read Replies (2) \| Respond to of 41369

I think you are missing many peices of the puzzle. I believe it is fact than no cable company has an anywhere strategy. To my knowledge, because of their structure, should they develop one, the price would not be competitive to aol anywhere strategy. Second, you should not forget that AOL has SIGNED agreements to deliver AOL through high speed DSL. These agreements reach more homes than ATHM can. Again, don't get caught up in the fear of media publishing and try to stay focused on the progress of the business qtr. by qtr and the deals AOL signs to progress the business. You pointed out potential threats, but nothing hurting AOL today. They would like to sign some cable agreements and I am sure they will at some point, but there is not a shread of evidence to support the argument that cable will do anything to AOL's dominance of the ISP market. I am all for staying on top of trends and watching the competition, but the market has gone nuts over threats that are promised. Not delivered competition. It is important to be aware that in the last qtr, AOL's slowest, they increased subs by a larger number than all the other major competitors combined. Bad mouth this company all you want and you will have the media on your side today. My money is betting on AOL P.S. Can you name one business reporter that gets compensated more than 200k a year? While these folks may sell publications, they don't do much forward thinking on their own, just write what sells and that is fear and greed. What were they writing when the stock was hot...you got it, what people wanted to hear.

To: Simon Econovich who wrote (29458)	8/15/1999 12:06:00 PM
From: Vendit™	Respond to of 41369

America Online announced that it will invest $1.5 billion in Hughes, owner of multiple satellite technology firms. Hughes' best known service, DirecTV, currently has 7 million subscribers, while the lesser known DirecPC has 100,000 subscribers. Many analysts and reporters have bought into the theory that AOL is utilizing satellite technologies to circumvent the cable route. However, the real key to this deal lies in one point mentioned by Steve Case, AOL's CEO, on this morning's conference call, "One third of the country will have no broadband options [other than satellite], even five years from now." In 5 years, approximately 79.8 million Americans will live in metropolitan areas. That means that outside of the metropolitan bounds, cable and DSL will only service 111 million Americans. Over 95 million US citizens, 47% of the non-metropolitan population will have satellite as their only broadband access means. Looking into the figures makes this look like a lot more than a way around cable. This is a means for AOL to continue to reach every person in the country locally, with equal access at an equitable price. This is not AOL throwing in the towel in the high-speed cable fight. streetadvisor.com