Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mark Oliver who wrote (9417)	4/8/1998 2:40:00 PM
From: Sam	Read Replies (1) \| Respond to of 13594

Mark - AOL is rolling out a field trail in 6 cities for xDSL technologies soon. While most bears will argue that such broadband services will ultimately be the demise of AOL, I've argued that AOL will leverage its position and make such technologies work for them. Whatever your taking about, xDSL, cable, ISDN, etc. - in their simplest form they are all simply means to become connected, just like a dial-up connection. What everyone is wondering right now is scale - what technology will become adopted as a mass medium, what standard will be used, etc. You'll be sure to see the same fiasco happen with xDSL similar to K56 flex and X2 technology. As for WebTV and NC/thin-clients, CE devices, etc. AOL is in the loop. WebTV still hasn't caught on, and NC/thin-clients are still suspect and not widely adopted. If I were looking for competitors and threats, I would look more towards content aggregators on the net. S.