To: Brent D. Beal who wrote (6805 ) 1/13/1998 12:07:00 PM From: Sam Read Replies (1) | Respond to
I've seen several acticles, one in BusinessWeek, one in trade magazine, can't remember which one, and one in Forbes--I also watched a little blip than CNBC did on cable modems a while back. From these sources, granted they don't make me an expert, it looks like at many as 10 million cable modems could be deployed this year... to me that constitutes a significant roll out. Translation, at least 10 million of the most savvy customers, the cumstomers most likely to make purchases over the internet, will not be using AOL. . . A don't understand your point about the other ISPs--everything I've seen shows that many have higher growth numbers that AOL. I know this is the case for AT&T and I'll bet MSN at least doubles this year. It seems like you're invested in AOL so why don't you look these number up, it might be educational. In fact, I'd be interested in tracking the subscriber numbers for, say, AT&T, MSN, Earthlink, and anything MCI and Yahoo put together against AOL's numbers this year. I'll bet almost everyone posts better subscriber growth numbers, better churn numbers, etc. that AOL. . .
