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

To: Catcher who wrote (6212)3/7/1999 9:30:00 AM
From: Phil Jacobson  Respond to of 41369
 
Cather,

I'm not worried about AOL and cable. AOL's got the market power, the brand, partner relationships, and customer counts. Broadband companies that do any type of meaningful rollout won't spend fortunes getting customers, they'll come to AOL and cut a deal. I think you'll see plenty of providers salivating at the thought. AOL doesn't have to worry about this too much right now. It's smart for AOL not to act too quickly but to let the technology get into place, then let the providers come to them. And they will...AOL's sitting on a gold mine.

Regards,

Phil



To: Catcher who wrote (6212)3/7/1999 12:41:00 PM
From: robert duke  Respond to of 41369
 
I agree. The street knows usually wen a deal is going to e coming out and the insiders andthose that know begin to buy the stock. So we will see a run up before it is announced. And heck even if AOL bought ATHM with 2.5 million subscribers in a year of that service or even ten years the cost to buy it would be nothing compared to about 300 milion users on AOL in ten years.


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