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


To: Sam who wrote (10314)6/18/1998 12:59:00 PM
From: Yikes  Read Replies (1) | Respond to of 13594
 
Yes, that's exactly what I am saying. AT&T has all the resources necessary to make a big dent in AOL's flimsy armor, but so far has not actively and efficiently use those resources. AT&T is always showing commercials on TV and in print. It doesn't cost them much to add "$x.95 for Internet access" to every ad. AT&T also sends out millions of bills each month for telephone and credit card services. "All-in-one" billing is an incentive it could offer.

MSFT is a cash cow, but it doesn't have the networking infrastructure like AT&T does. Moreover, it doesn't advertise in the same category as AT&T - 'telecommunication'. The future is Internet for all communication. AT&T has the brand name for communication.

These rumors show AT&T is thinking in the right direction. It is trying to transform itself into a Internet communication company. So is Sprint, with their new network structure coming online next year. I wonder how many people will stay with AOL then?

I just switched from Netcom to GTE for ISP and I couldn't be happier. (xDSL is not yet available in my area through GTE, but soon.) I see AOL surviving 5 years from now as another 'magazine' on the Internet, not as an ISP.



To: Sam who wrote (10314)6/19/1998 11:02:00 PM
From: Tim Kenney  Read Replies (1) | Respond to of 13594
 
>Here we go again. So, another gorilla that is supposed to wave its magical wand and poof AOL is stardust. This argument sounds so familiar, wait, I think maybe it was MSFT and MSN? MSFT is a cash cow, and yet they don't seem to follow your strategy.<

No, here you go again. MSFT cannot give away internet access because its shareholders demand earnings instead of hype.