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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Eric L who wrote (1210)	4/7/1999 9:11:00 PM
From: Uncle Frank	Read Replies (1) \| Respond to of 54805

Eric, I'm not sure why you object to the term isp/content provider and want me to replace it with On-line Services/content provider. But since it will help me take my mind off the 9 1/2 point drubbing I took in aol and the 7 7/16 gap down in qcom, I'll be happy to debate it with you <g>. I find it difficult not to think of aol as an isp; they've made huge investments in pops that blanket the USA, so they evidently feel its an important part of their offering. I think the appropriate descriptor should be: ISP/Content/On-line Services Provider If you don't acknowledge the isp role, how do you differentiate AOL from Yahoo? Frank