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: Neal Hopper who wrote (10599)	7/13/1998 7:55:00 PM
From: Brian K Crawford	Respond to of 13594

another opinion, from Robert Seidman.... onlineinsider.com an excerpt: <<...if @Home doesn't begin to get bigger much faster, I'm betting AT&T will want to sell wholesale cable Internet access to AOL and others. Think about it. I mean, until @Home is as big as AOL, it almost doesn't make sense NOT to get AOL's and others money. Even if @Home had 50 percent and AOL had the other 50 percent, AT&T will still want AOL's money. Certainly at 8 percent market share for @Home, AT&T will want it; at 20 percent it'll want it; at 30 percent it'll want it; and so on. Of course, it might be wise for AT&T to put all its emphasis on competing with AOL and others and NOT allow access. But, then they would have to lose a lot of money on this sector in the short run (over the next 3-5 years) and give up revenue from others who want to resell cable access. I just don't see AT&T making that choice.>>