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

To: Art Stone who wrote (11331)	9/29/1998 12:56:00 PM
From: Steve Robinett	Respond to of 13594

Art, Excellent article and right on point. The crux of the AOL-Cable problem seems to be a lagging regulatory environment. If AOL is considered a "premium channel" like pay-for-view movies, they have a problem. If people like @HOME are considered not to be cable companies (but a "channel" themselves), AOL has a problem. If I understand the article correctly, what AOL would like is to have @HOME be considered a cable company so they can get them to carry AOL at high bandwidth. Though the regulations are evidently murky, this doesn't sound to me like something that will fly. It would be like someone saying that one of the channels on cable must be treated like a cable company. On an allied subject, Steve Case was on CNBC yesterday and mentioned that in AOL's view, 75% of Internet access will still be dialup within five years. This is the flip side of the 25% Cable Modem number but the way Case stated it indicates to me they don't currently have much of a play to cope with the broad bandwidth universe. Best, --Steve