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


To: jack rand who wrote (10255)6/16/1998 10:57:00 AM
From: James Parker  Read Replies (1) | Respond to of 13594
 
AOL IS GOING UP ON GOOD NEWS

If your not interested in good news.
then you must be interested in bad news, and that
mean that YOU must be shorten the stock.

I want the the stock to go up, so I look for GOOD NEWS



To: jack rand who wrote (10255)6/16/1998 12:26:00 PM
From: Gaffa  Read Replies (1) | Respond to of 13594
 

What is the big deal? AOL and 4-5 other providers, including IBMnet, which is "featured", have been on IBM PCs for years? Except only AOL touts it with press releases that make it seem exclusive.


AOL has been on all new PCs because it's been part of the win95 OEMs get from Microsoft(MS put AOL on windows desktop and thus "put a bullet through the head of MSN", and AOL pick IE over netscape, remember?). The new deals between AOL and Compaq , Packard Bell, IBM, kind of solidifies that position on the desktop. My guess is OEMs were required to have IE as part of their agreement with MS, but they may not be required to carry AOL under their license with MS. A direct deal between AOL and box makers just plug that hole and possibly opens up a direct channel between them instead of having to route their communication through Redmond and sync with their product cycles.

Just my speculation...