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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: rushnomore who wrote (30790)	8/31/2000 10:52:18 AM
From: Bruce Brown	Read Replies (1) \| Respond to of 54805

I don't know that much about AOL. What is the lock-in factor in their case? Is it that their subscribers are not the kind to want a different (better?) kind of service? It's all discussed in chapter 12 of the revised edition - not to mention was covered pretty well over on Teflon's thread. Check under 'option effect' and 'Icarus Scoring'. AOL scores highest in 'the sticky site model' and 'branded site model' in terms of application to CAP under the option effect. Anyway, it's getting OT for gorilla gaming even though there sure seems to be few places willing to discuss the Godzillas these days. As StockHawk said, here's hoping some of our current stocks afflicted by 'naysayers' do as well in the future as AOL has in the past. BB

To: rushnomore who wrote (30790)	8/31/2000 1:17:27 PM
From: areokat	Read Replies (1) \| Respond to of 54805

AOL. What is the lock-in factor in their case? Their lock-in is that, for whatever reason (e-mail address, portfolio set-up, organized access to information or other services important to their subscribers),their subscriber turnover is low. Not everyone wants to surf www on their own. Their base keeps on growing because many newbies find value in their products and, of course, they advertise like mad. I don't know that much about the AOL appeal myself since I've never been a AOL subscriber but my portfolio is still on the Fool because that's where I started and I don't have a compelling reason to recreate it on SI. Kat