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


To: MileHigh who wrote (10880)8/2/1998 2:10:00 PM
From: Dell-icious  Read Replies (1) | Respond to of 13594
 
Of course the most interesting thing here is that it is much more likely that the winners here will be local phone companies that provide xDSL service. xDSL is cheaper to provide, and much more scaleable. These local phone companies are more likely to partnet with AOL than ATHM.

I think that TCI and all the cable companies will soon be defending their own cable turf. Even thoughthe local phone companies are no angels, the fact remains that consumers like them much much more than their cable providers.
When a local phone company partners with AOL and offers the following package " Get your cable, local phone service, Broadband internet access for $50 a month" - lots of subscribers will jump.
The cable guys and AT&T cannot offer phone service and their internet connectivity is much less scaleable than xDSL.
ATHM will be DOA more likely than not.