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: nghi vu who wrote (13156)	12/27/1998 2:58:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 13594

AOL is in the driver's seat. 14M narrow band users today, with many times that potential customers in the US alone. And don't forget the overseas market, which is almost totally narrowband. By 2004 there might be 25M broadband customers in the US, and even that would be a small fraction of the AOL base by then. If/when AOL goes broadband, it will be a true gorilla, and I suspect the DOJ might have something to say. So if AOL stays narrowband we are ok for the next few years, and it if goes broadband we are super ok for the next few years. My main concern is that the growth we have seen recently is not sustainable, and I fear that AOL might catch the intermania along with AMZN, EBAY, and the other internuts. That means when they crash, so will AOL. So unlike others, I hope AOL churns for a while.