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: spal who wrote (38618)	2/10/2000 5:04:00 PM
From: Joe S Pack	Respond to of 41369

Spal and the thread: Here are my comments regarding todays DELL annoucement and you suggestion of AOL buyin phone companies for backbone. 1) It seems DELL net is a no go. They realized it now. DELL is getting hit by low margin commodity business and tried its own ISP stunt. But it went no where. So what will you do if you are DELL CEO. Join with the world's largest ISP and try to leverage it. I think this also sends a signal to Microsoft. 2) Regarding AOL buying phone company. I don't like the idea. It they want backbone they can rent it and use it. There are already big guys who spent tones of money to build back bone networks and they would love to have AOL use their facility. Did you notice MCI WORLDCOM CEO came and supported AOL-TWX merger the very next day? Why? Because he wants to make sure that AOL will keep continuing to use their backbone. Imagine the amount of traffice (IP packets) generated from AOL properties. -Nat