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Strategies & Market Trends : Gorilla Game Investing in the eWorld -- Ignore unavailable to you. Want to Upgrade?

To: Brian K Crawford who wrote (75)	9/4/1999 3:39:00 AM
From: Martin Atogho	Respond to of 1817

Hi Brian, Excellent article. That AOL investment portfolio will be the icing on the cake for this "godzilla"? rgds, Ma.

To: Brian K Crawford who wrote (75)	9/4/1999 6:00:00 AM
From: Seeker of Truth	Read Replies (2) \| Respond to of 1817

I'm not long(sigh) or short(whew!) AOL, but isn't there a problem that cable is several times faster than DSL? If you are downloading a movie, that should be decisive against AOL if it's still using only DSL technology. No?

To: Brian K Crawford who wrote (75)	9/4/1999 9:21:00 AM
From: Mike Buckley	Read Replies (2) \| Respond to of 1817

Brian, About xDSL: The RBOC's will be moving fast because that last mile is theirs and they want to keep it that way. The reason the RBOCs have restrained the use of xDSL is because it has had problems I'm sure you're familiar with and because it cuts into the dollars generated by their highly profitable T1 lines. Those reasons remain in effect today. Progress is being made with xDSL but I wouldn't characterize the RBOCs as "moving fast." My point is that AOL will need to rely on all the other fine points you made because xDSL probably won't be a significant contributor to their success for a very long time. Just my opinion. --Mike Buckley P. S. Yes, I'm long in ATHM and am just as frustrated with cable's expansion problems too.