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To: RocketMan who wrote (4484)1/19/1999 2:32:00 PM
From: Keith Hankin  Respond to of 29970
 
Let's see... instead of going after ATHM's 350,000 eyeballs, or paying 6 billion for another
search engine, Case decided to go after Netscape's 10M eyeballs, ICQ's 25 million eyeballs,
and sign deals with Bell Atlantic for DSL. In the meantime, he will wait for another year or so,
when there is enough cable penetration to matter, before making a deal for cable. Yeah, if Case
keeps goofing up BIG like this, AOL might just take over the entire internet world.


Time will tell what was the proper decision. I believe that AOL made the proper decisions. The best estimates for cable internet access show 10 million users by 2003. Of this, let's say that ATHM gets 7 million. By that time, I'm estimating that AOL will have about 40 million subscribers.