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Technology Stocks : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?


To: Muizz M. Kheraj who wrote (5493)11/6/1997 2:48:00 PM
From: Gaffa  Read Replies (1) | Respond to of 13594
 
Muizz,

Amen that. The actual behavior of average consumers is often quite different from what early adaptors would expect. It will be a big market in time no doubt, but the average consumers often times don't follow the cutting edge that closely. I am sure Microsoft learned quite a lot from their MSN experience, and their cable modem/WebTV investment will probably be more successful.



To: Muizz M. Kheraj who wrote (5493)11/6/1997 3:00:00 PM
From: Yikes  Read Replies (2) | Respond to of 13594
 
>> Real interesting outlook, except you overlook the fact that what you're saying is that 30% of the people currently on the internet will spend what it takes to convert over to a cable modem. I don't believe this will happen. X2 has now been out for over a year and 90% of internet users are still on 28.8 or 33.6 modems, so I think you're hopes are very far-fetched. <<

Muizz,

X2 fails to catch on with the masses because it's only a small improvement over current 33.6 modems. It's widely known that the theoretical 56K is impossible to sustain. Most 56K modem has to settle for 33.6K-42K. Cable modem and other technologies are 100 times faster for 2 or 3 times the cost.

Yikes