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

To: Art Stone who wrote (9006)	3/24/1998 3:02:00 PM
From: Art Stone	Respond to of 13594

AOL gets the last laugh (Washington Post) washingtonpost.com

To: Art Stone who wrote (9006)	3/24/1998 3:06:00 PM
From: Peter Church	Read Replies (1) \| Respond to of 13594

I am looking for stocks to short, feeling the market in general is nuts. The arguments presented on this thread make a lot of sense. On reading the companies 10Q, it looks like AOL is very open about their increasing competition. I am not versed enough in the technology to understand if their TCP/IP efforts will work for them or against them, but AOL seems to be aware of the problems. One thing my two AOL friends like is AOL's personal ads with photos. Does anyone know if there are non-AOL sites with similar features? From the 10Q: The development of midband and broadband distribution technologies, including cable Internet access services offered by @Home Network, Road Runner Group (owned by Time Warner, Inc.) and MediaOne, Inc. (a subsidiary of US WEST Media Group), advanced telephone-based access services offered through digital subscriber line (DSL) technologies offered by local telecommunications companies and other advanced digital services offered by broadcast and satellite companies, is intensifying the competition to which the Company is subject. Emerging convergent technologies offering combinations of television and interactive computer services, such as those offered by WebTV and NetChannel, offer yet an additional competitive alternative to the offerings of the Company. and... The Company continues to build AOLnet, a TCP/IP data network, in order to increase its network capacity, provide its members with higher speed access, and reduce data network costs on a per hour basis. As the Company rapidly builds AOLnet, it plans to continue to manage a high percentage of its total traffic to this network and to negotiate more favorable pricing based on volume discounts, which would lead to a lower overall data network per hour cost.