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

To: rhet0ric who wrote (8809)	3/13/1998 12:50:00 PM
From: steve lipson	Read Replies (3) \| Respond to of 13594

TV was fundamentally different from radio, but no one could think of what to do with it at first other than treat it as radio with pictures. My guess is that the true nature of the Web is going to be far different than you or I can imagine today. But I do know how consumers behave, so that gives me a nice piece of the puzzle to start with in reckoning where the critical choke point might be in this particular tug of war between content and distribution. Portal, gatekeeper, kingmaker, those are the key words in my lexicon that you keep brushing right on past because you're just so fired up over what technology can do. Did you ever hear the phrase "technology in search of a market." It's been the death of a lot of investors. Go, hurry out and short the stock. I've heard the same brave words from a couple generations of bears now on this thread who thought they had something figured out that had eluded all the people who have poured billions into the stock in the last year. For goodness sake, George F@@@#@# Soros was a big investor in Earthlink -- so we know he knows all about competing against technologically bankrupt AOL -- and he bought a ton of AOL last year with its triple-digit P/E. Aren't you at least a little bit concerned that he knows some things you don't, rather than vice versa.