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


To: Yikes who wrote (10336)6/19/1998 6:40:00 AM
From: Glenn D. Rudolph  Respond to of 13594
 
AOL: PRUDENTIAL SEC. has reiterated estimate for fiscal year
ending 06/99 of $0.93 on 06/17/98
AOL: PRUDENTIAL SEC. has reiterated estimate for quarter
ending 03/99 of $0.25 on 06/17/98
AOL: PRUDENTIAL SEC. has reiterated estimate for quarter
ending 06/99 of $0.29 on 06/17/98
AOL: PRUDENTIAL SEC. has reiterated estimate for quarter
ending 12/98 of $0.21 on 06/17/98



To: Yikes who wrote (10336)6/19/1998 9:07:00 AM
From: Sam  Read Replies (1) | Respond to of 13594
 
What I am saying, is that so far AT&T has NOT focused on the Internet. I didn't see one single ad about its $14.95 ISP service in the past year.

Yikes, you must not read any industry magazines or watch tv. T has been advertising their Worldnet service, since I see their commercial all the time with the giggly girl online, as well as in various publications. Not to mention bundled into software, OEM, etc.

Back to AT&T (and Sprint), you continue to dismiss xDSL as if the world is going to stay with 33/56K for another 5 years. What were we using 5 years ago? 9.6/14.4K modems. xDSL and cable modems are here NOW with greater profit margin for the computer industry. It will convince the mass that they need it, just like it convinced the mass that 56K modem is twice as fast as 33K. (It's not, one only gets 38-45K.)

Yikes, you must love xDSL. Let's not get into all the differnet flavors of DSL technologies, or how they are going to decide on a standard, or more importantly how companies are going to address the "last mile" problem.

Let us also not forget that most consumers will weigh the cost/benefit of any xDSL/cable modem service. Not everyone is a power user. The most widely used "app" on the internet is e-mail. No one is going to argue that you need anything more then a simple dial-up to read and send e-mail.

BTW, Sprint and their ION service have a LONG way to go. Plus, there basing their infastructure on ATM - while everyone else is jumping on the TCP/IP bandwagon.

I'll wait for the AT&T/Sprint ION services to rear their ugly heads and see what results they can produce...

S.