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

To: Moose who wrote (2681)	1/15/1999 11:19:00 AM
From: Tunica Albuginea	Respond to of 41369

Moose, I don't have ATHM but I think it's a good company. I use their product. The problem though as I see it is that there will be a lot of hardware and software on the market ( from cable companies and telcos, satellites,etc); just like there are a lot of PCs for cheap. So that the future lies IMHO more on the business model, the intellectual property so to speak, than on the hardware and soft ware. These will become commodities and their prices will fall. What has a premium I think is more the "intellectual property, i.e. the ability of a would be ecommerce Co like AOL to develop the best business plan and execute it. Just like Michael Dell; a simple plan with great execution; anybody could have done it but they didn't. The MMs are TA