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To: Ben Antanaitis who wrote (58324)6/19/1998 8:40:00 AM
From: Francis Chow  Read Replies (1) | Respond to of 186894
 
I read last week, but did not post, about an outfit in
California which was going to offer free, unlimited
internet access. The catch . . . there will be a small
ad at the top of every page.



To: Ben Antanaitis who wrote (58324)6/19/1998 8:42:00 AM
From: Jay  Read Replies (1) | Respond to of 186894
 
Ben Re "That is a lot different than a 'full access free internet connection'"

Thanks for the clarification. Some opinions I would like to hear
your comments on:

1. The killer application is the Internet. Voice recognition etc.
is never going to be a killer app.

2. IBM is a box maker with a global internet service. It is strong
in Java. It has rights to the AMD chip(?). Mainframes are probably
the best web servers (I'm not sure if web server software is
available for mainframes though).

All the above make IBM poised very well for the Internet.

3. If they decides to throw in a free internet connection with every box that could sew up the consumer market.

4. If they succeed in removing their image as a high cost supplier
they could gain on the commercial side of the PC business too.

Does this make sense and is IBM therefore worth buying?

I'd appreciate any comments you have.

Best Regards