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To: MaryinRed who wrote (32)	2/2/1999 1:40:00 AM
From: Chuzzlewit	Read Replies (1) \| Respond to of 419

It also looks as if AOL is using its lofty valuations as currency to effect vertical integration. With high stock price it can swap stock to gain control of what it considers prime e-mall tenants. If this is the strategy, why charge for AOL? Why not simply feature paying tenants? Does this quickie analysis have any resonance with you? TTFN, CTC

To: MaryinRed who wrote (32)	2/3/1999 9:48:00 AM
From: jhg_in_kc	Read Replies (1) \| Respond to of 419

Re: <The initial cost…is the infrastructure…..that was killing AOL profit wise…..Now….they are further along the learning curve on infrastructure….and can reap the benefits> Mary, what does the infrastructure for an internet company consist of? Is it routers and switchers and cable or we talking about search engines, etc. I saw recently where Bezos of Amazon said he was spending his company;s windfall on "infrastructure?" What is it-- 1. 2. 3. etc. thanks, loved your post which began "mucho bucks" jhg