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


To: JayPC who wrote (35406)12/14/1999 11:01:00 PM
From: TARADO96  Read Replies (2) | Respond to of 41369
 
<<Welcome aboard shorts...long time no see...the doomsayers get louder, and the AOL community keeps growing...see you all at the next split! Good luck!>>

Jay,

It is my opinion that this summer we will have a major shake out in the internet sector. I think the market is losing patience with companies that can not deliver profits. Without getting major advertising revenues and lucrative multimillion dollar partnerships, how does ATHM plan to pay for their alleged free dial up service?

We have seeing the demise of free computers with prepaid ISP subscriptions (e.g. Microwitz and Free PC). To me, the free ISP model will go the same way.

Good luck to you.

John



To: JayPC who wrote (35406)12/14/1999 11:05:00 PM
From: david  Respond to of 41369
 
yahoo may be a potential threat for aol by luring
people from it. however, comparing with aol's giant
and broad media service set-up now, yahoo is still
not that perfect. this is not to say that it can't
be. with yahoo's brand name, as long as it can develop
comparable service(note they just need to develop
the service but not its name), it could threat aol
more than any others. this is only reason that I see
yahoo's buz model is superior to aol's and is where
my worry goes, considering yahoo never think about
charging fee for its media service.
the question is: to what extent people think yahoo can
serve as a substitute of aol?

d.



To: JayPC who wrote (35406)12/15/1999 7:28:00 AM
From: ChinuSFO  Read Replies (2) | Respond to of 41369
 
Didn't AltaVista try to stick it to AOL in the past? I doubt if companies spend their dollars trying merely to destroy a company. Instead they would invest them to get market share. So if Excite is trying to gain market share this is not the way. (I think Mr Armstrong,ATT is letting Mr. Jermoluk, Excite CEO self destruct so that T can pull out of their Y2002 contract with Excite)