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 (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: flickerful who wrote (3299)	1/25/1999 6:25:00 AM
From: Robert Scott	Read Replies (1) \| Respond to of 41369

I believe it will become a 2 horse race = ATHM & AOL. They have the content now and the speed soon. AOL's AOLAnywhere should keep them growing nicely and I expect AOL to acquire customers from other ISP's. Global presence should also expand nicely. Don't know how strong they are outside of Europe, but they seem to be excellent marketers so with internet penetration in the low single digits in most of the world, should provide a nice growth stream for some time. ATHM I think will get very aggressive acquiring ISPs. They must as their rollout is just too slow. Phone companies will make a fortune on ADSL if they keep the pricing reasonable and make the technology reliable which I think they understand they must after the disaster with ISDN. They seem to understand that they must canabalize their T1 lines with ADSL and that they will win big time if they do so. Broadband will make the internet so compelling that, along with cheap PCs, internet penetration will keep up its pace of growth. Broadband will also give content providers a whole stream of services to offer - how far away now can video-conferencing be for all of us? Fiber barrons will make money hand over fist as data growth explodes. Next 3 years are going to be something to watch.

To: flickerful who wrote (3299)	1/25/1999 12:21:00 PM
From: Tunica Albuginea	Respond to of 41369

flickerful ,Re: "is this perceived as a viable threat, should it happen?". The answer is at the bottom of the URL: “AOL has 15 million subscribers, while At Home has 330,000. Even with AT&T's customers, ''quite truthfully, it will take an awfully long time to catch up to AOL,'' Arlen said. “. dailynews.yahoo.com. As Lindy Bill said “This is a marketing war right now, not a technical one, and, IMO, ATHM isn't even on AOL's racetrack yet, much less in the race. “. Without their 300,000 subscribers and 1.3 mill from AT&T, ATHM is just another portal trying to gain market share, TA