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: puborectalis who wrote (32337)	10/6/1999 10:43:00 PM
From: jmanvegas	Respond to of 41369

IMO AOL should not do a bad ATHM deal if they are to share ad revenues. That is where they dominate by far and everyone else is an also-ran including YHOO. Let YHOO have ATHM if that is what T wants. It will dilute the crap out of them. DSL's growth rate is way beyond cable right now. I've been using Cox cable in Las Vegas for the last 6 months and we don't get the XCIT/ATHM portal as a start-up page. We get nothing and I like it like that. And I have noticed a slow-down in speed recently as more users get cable broadband because it is a shared network. For large metropolitan areas, large user bases of cable broadband will really slow down the speed. So cable isn't the end-all of the broadband solution by any means. Not with HDR wireless (high-speed)coming, DSL, and MMDS satellite. Bottom line - AOL is in the cat bird's seat and let T squirm, and if T wants to do a lousy deal with MSFT or YHOO, let them. AOL will still kick all their asses regarding ad revenues and e-commerce. Good luck to all. jmanvegas