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

To: j g cordes who wrote (9323)	4/4/1998 2:20:00 PM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 13594

Part 2 Wal-Mart will do just fine. Barring a technological breakthrough as unforeseeable as was the rise of the Internet, the only thing that could really wreak havoc on Mister Case's neighborhood is a strong competitive challenge. So far, prospective rivals like IBM, CBS, Sears, AT&T, and Microsoft have fallen short. None has Case's singular focus. "If Bill Gates and Steve Ballmer and all those guys didn't do anything but online media, they probably would have done a great job," says veteran AOL programmer Leonsis. The biggest players haven't given up--the lure of the Internet's potential is too great. Sprint recently acquired a 30% stake in Earthlink, the well-regarded Internet access provider that promptly launched a "Get out of AOL free" promotion. MCI and Yahoo have joined forces to offer $14.95-a- month access to MCI long-distance customers. Time Warner and @Home have talked about merging their cable-modem operations, which offer lightning-fast access to the Internet. "The telcos and cable companies are really coming after AOL's customers," said Kate Delhagen, an analyst at Forrester Research in Cambridge, Mass., who predicts that AOL will soon start losing market share. With Pittman running the day-to-day operations, Case gets up each morning thinking of ways to counter these threats. "There are a bunch of people who believe it's their manifest destiny to put AOL out of business, and it's my job to make sure that doesn't happen," he says calmly. The newest version of AOL's software is said to be so easy to use that the company could save up to $40 million a year in customer- service costs. AOL 4.0, as it's called, offers a host of new features, including radio channels that can play in the background (with commercials, of course) while users read E-mail or chat. AOL is also making it easier for users to check their E-mail from work, through t

To: j g cordes who wrote (9323)	4/4/1998 2:59:00 PM
From: yard_man	Respond to of 13594

Don't bet. It's established fact. Friday's action for the internet group was interesting. I don't think they are done getting all the big guys out yet. Look for it to hang on with YHOO & AMZN for a little while yet. I pity people buying AOL, YHOO and the "run to 10,000 rage" -- not that I don't think we can't make it to 10,000 -- it's what happens when we get 'there.' Mid-week the week following next everybody will be done with the tax thing. Let's see how strong the momentum is then.