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To: David Nelson who wrote (21228)4/20/2000 10:28:00 PM
From: 10K a day  Read Replies (1) | Respond to of 29970
 
I think the single biggest threat to AOL is Yahoo....The models are so different...Yahoo has to just play their cards right....

I have said it before...and i still believe it...Yahoo will be the Largest Market Cap on Earth...Someday.



To: David Nelson who wrote (21228)4/20/2000 11:09:00 PM
From: Mooster  Read Replies (2) | Respond to of 29970
 
AOLization of America

Very good article - thanks for posting. Here's a quote worth bringing out:

One of the most startling aspects of the merger is that AOL will gain access to the 13 million homes that Time Warner's cable operation now services

What a superior move.

My concern is that AOL has a HUGE audience and now they have fat pipes from all directions: adsl, cable, wireless, and sat. ATHM has cable and eventually adsl. Even their cozy relationship with T seems like the wrong direction. They need big media, not big telco. I'd like to see them cut a deal with with one of the networks I watch: NBC or Fox.

I believe that ATHM has the headstart in broadband

Agreed, but Netscape had a headstart as well.