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


To: Sam who wrote (10650)7/17/1998 6:29:00 PM
From: Yikes  Read Replies (1) | Respond to of 13594
 
Those who are not techo-phobs, who have computers at home and have the leisure time to access the Internet, and etc, THEY ARE ALREADY HERE.

You've got to be kidding me! So your saying that growth has been static for the past few quarters? That no new members have signed on for any service? If you honestly believe that, and investors around the globe followed your logic, this whole sector will collapse - not to mention box makers, lan/wan, software development, etc. etc. The internet is DRIVING technology right now. If there was no reason to push forward, because the market is saturated already - there would be no compelling reason for anyone to continue development, build out infastructure, and scream about BANDWITH (sound familiar?).

I didn't say any of the above in my message. Stop putting words in my mouth! Building better network infrastructure is what CURRENT users demands. 33.3/56K access is too slow for some people. Name one person who is not yet on the Internet (either through work, school, or home) but he/she is waiting for a faster connection so he/she can get on the Internet. If the count of 50 million net user in the US is a short term (1 year) saturation, then AOL's 12 million clearly indicates how people will not stand for inferior and slow connections.

The proliferation of the section is also due to computerizing businesses. Building intranets (not Internet) for big companies, like hospitals, rental car companies, insurance agencies, etc. All of these needs networking equipment and more computers.

You mentioned other aspects: faster computer, more hard drive space, and software development. These are all focused toward current users too. Getting on the Internet has never been the sole reason for buying a computer. I don't see a change anytime soon. Not even the $199 WebTV has brought everyone onto the Internet.

Yikes