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To: Rascal who wrote (16547)	10/31/1999 8:40:00 PM
From: JayPC	Read Replies (3) \| Respond to of 29970

Would you say that since they are going faster they see each individual ad for less time. No. So if AOL were on broadband, the broadband customers would be valued higher then the dial-up customers. Yes. I guess you are saying that the faster the download of the content the more valuable the customer for advertising and e-commerce. No. I am saying that BB subscribers spend more time online. I have not stated any reason why they spend more time online. It could be because of download speed. It could be they are a losers and have no lives. To answer your original question: Why would the broadband subscriber be more valuable then a dial-up subscriber? it doesn't matter why they spend more time online, you just have to know that they do. And that makes them more valuable. How can a user that spends more time online not be more valuable than others? regards Jay

To: Rascal who wrote (16547)	10/31/1999 11:34:00 PM
From: ahhaha	Respond to of 29970

The junk food industry believes that if you lower price people will eat a disproportionately more amount of junk almost without limit. This implies that they could give the junk away and make money opening more junk food outlets. This GIGO thinking seems to be pervading the computer industry too. MSFT therefore must have the worst junk. There's much truth in it. Like you I can't see how speed induces more surf time or how surf time is proportional to the marginal product sales dollar. It can't be denied that the scale of transactions rises with time and eyeballs, but the return is so lean that you have to be gigantic to realize a net. If you don't obtain critical scale, you get buried in costs. That's what is happening to AMZN, RNWK, and others. They surely must have achieved the scale, yet where's the beef? So speed and time are only correlated. You can't make this inference that speed and eyeballs delivers to the bottom line.