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: Uncle Frank who wrote (7479)	3/22/1999 5:16:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 41369

Frank, I agree with you. If I recall correctly, I read some months back that the PC market is around 70% saturated, as compared with 30% for the internet market. I realize that is broad-brush, and has a lot of room for error, but the point is that box makers have a much more difficult challenge than internet companies, and AOL being the premier internet companies, it is the Dell of the internet. I suspect that Dell will continue its leadership position among box makers, but the slope of the box-maker growth curve is not as steep as the curve that AOL is traveling right now.