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

To: Dan Ross who wrote (6126)	11/29/1997 7:21:00 PM
From: John Albert Moro	Respond to of 13594

AOL is nothing more than a glorified ISP. In order for the business model of AOL to succeed they must continually build on a strong subscriber base but this would also involve heavy investment in massive infrastructure (servers, modems, networking and the like). AOL does not define the Internet as many of its users must surely believe but rather facilitates its use. It is just a matter of time till their subscriber growth slows and exponentially increasing revenues can no longer be sustained. JAM

To: Dan Ross who wrote (6126)	11/29/1997 7:58:00 PM
From: Investor-ex!	Read Replies (1) \| Respond to of 13594

Dan, If anyone hasn't read George Gilder's Life after Television I would encourage you to do so. The book is a great read for those that love technology. Thanks very much for the book idea, as I'm always on the lookout for good references. I will check it out. Another book oriented towards the future of technology and its implications for commerce is The Digital Economy by Don Tapscott. The author expounds on a number of Internet-only-related concepts and how they will radically modify the status quo and will greatly challenge those who attempt to maintain or build models based on the status quo. I highly recommend it.