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Strategies & Market Trends : Join stock club--Tang Fund -- Ignore unavailable to you. Want to Upgrade?

To: Arthur Tang who wrote (119)	2/17/2000 11:48:00 AM
From: Arthur Tang	Respond to of 145

AOL continued to be pulled back. Fundamentals are sound. New plans to include Time Warner media giant is sound business strategy. AOL owning the backbone in their facility seems to be the management's pride and joy. However, of the 22 million users only 1.5 million has been counted in their simultaneous usage survey. To avoid peak hour broadband shortages; AOL has to have capacity to handle 3 million users at once. With media contents streaming, the peak hour capacity may someday reach 4:1 usage rather than 8:1 estimate of today. 8 subscribers to one in use at any time. Cable modem will be limited since cable has only 1/3 of the population penetrated. If I care to guess, the movies will be extra charges on AOL too, if shotgun and other wavelength division multiplex modems are developed. Same as cable. Recommend strong buy on AOL at this level.