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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 (91)	9/4/1999 1:09:00 PM
From: gdichaz	Respond to of 1817

Brian: When I bought the "nurturer" SFE, I used both AOL and Excite/At Home as a source of funds. Skeptical of future price growth of both. Think better choices elsewhere. But that is just me. Cha2

To: Brian K Crawford who wrote (91)	9/4/1999 10:31:00 PM
From: Mike Buckley	Read Replies (1) \| Respond to of 1817

Brian, I think you and I are on the same page regarding AOL. My conclusion: I don't think xDSL will result in a big profit addition for AOL, it just means they aren't as vulnerable to a competitive thrust from cable as some believe, IMO. It's my impression that those who are most vocal about that see it as a winner-take all game. I don't. If ATHM and AOL get together in some fashion to be business partners, which I think is nearly inevitable, both will do well. If they don't partner, I still think both will do well but not nearly as well as what could be. --Mike Buckley