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

To: Vendit™ who wrote (8164)	3/27/1999 9:52:00 PM
From: RMiethe	Read Replies (2) \| Respond to of 41369

Thanks for the piece on Bluetooth. It is a fact, as far as I have been able to read, that AOL eventually wants wireless transmission on a phone anywhere for AOL and Netscape content. Satellites will provide for some of this in areas unserved now, and cell towers in more advanced regions. Sharp Manufacturing is developing a crystal on the phone for that, and once we get narrowcasting on a TV via LEO satellites for the intranets being developed all throughout Latin America, and areas in the Phillipines, and other parts of SE Asia, you have a huge new market for AOL content or Netscape business content and ecommerce. The possibilities for AOL and Netscape are huge. Don't underestimate the vision of internet for everyone, even by data on the phone by either cellular or LEO. I work in the satellite industry, and know that internet content for everyone-- I mean everyone-- is their end game. It's going to take a while. My point is, don't just think AOL and Netscape are going to stop with the US or Europe's developed infrastructure for customers. Satellite companies are in talks all the time with internet content service provider capacities for all ISPs-- as well as AOL. These numbers that AOL is only going to get 30 million subscribers by 2003 I think are low if the satellite systems get up and running by FY 2002 (Skybridge of Alcatel Loral), and Teledesic (Boeing, Microsoft, and Motorola). Although Teledesic obviously won't carry AOL, Skybridge is a LEO system talking about having 7, 8, 9 to 20 million users. A GEO system won't work for ISPs or AOL really, as far as I can see. There is the problem with latency that affects media delivery that GEOs have. I think Wall Street guys are a bit behind the times on the numbers, but that is my own personal opinion, an opinion I have with some reason since I see what the satellite companies are doing.