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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: The_Guru_00 who wrote (40)	12/28/1998 10:38:00 PM
From: RocketMan	Respond to of 41369

Just quoting figures that I read about broadband projections by 2004. Posted them about a week ago, can't recall the source right now, but the figure for all broadband was something like 50M, of which around a third would be DSL, another third cable, ten percent or so satellite. And of cable subscribers with internet-ready cable service, only 5% currently opt for it. So why is Case after broadband? IMO, because AOL needs broadband to survive long-term -- not just from internet service, but from the eventual convergence of internet and television, whatever form that might take. Never said broadband was not important, just that the figures indicate that it is not coming as fast as people think. And given AOL's eyeballs, it would not make sense for the cable guys to sit on their hands for a few years and watch the telcos introduce DSL while they grow their audience. It would make more sense for them to come to AOL and head off both the FCC and the telcos. Granted, these are just guesses and projections, and who knows?