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To: RTev who wrote (7804)4/13/1999 3:03:00 AM
From: Jing Qian  Respond to of 29970
 
Everyone has limitation, even to a super smart one like Steve Case, how could he have missed cable 2 years ago? Otherwise, I would have bought more AOL stocks than ATHM stocks. I admire Mike Armstrong's foresight. Table could turn now simply for Steve's innocent oversight.



To: RTev who wrote (7804)4/13/1999 7:16:00 AM
From: KJ. Moy  Read Replies (1) | Respond to of 29970
 
<<<But really... the time to "figure out the best means..." was a year or two ago for broadband. Not now. They may not be stupid, but they look a bit foolish to have been blindsided by this. So now they turn to lobbyists and lawyers to try to fix their mistake. >>>

Well said. Couple years ago, cable modem option also faced a major hurdle. Upstream speed was limited because of cable's predominently simplex in nature. ADSL was in the wings. Many have thought XDSL will rule and still think so. Cable/broadband is gaining respect and momentum daily. All my friends have used it and love it. I can't wait to get mine. ATHM is in an excellent position. Congress will not act any time soon in favor of AOL IMO. They are the monopoly.



To: RTev who wrote (7804)4/13/1999 2:42:00 PM
From: FR1  Read Replies (1) | Respond to of 29970
 
AOL - I think their strategy is to wind up as a cable ISP. Then they can ship a start-up disk to all their customers (just like they do now). This time when you log on you will be over cable instead of dial up. Once you are in the AOL domain it is hard to leave. If you see a url you want to see, you click on it and the AOL browser pops up and takes you around the internet. This way AOL never loses your eyeballs and they can use their browser to sell ads.

With 10 million customers, AOL could really suck up the customer base if they were allowed to get in this position. Steve is trying to get congress to make it so.



To: RTev who wrote (7804)4/13/1999 4:43:00 PM
From: Rick  Read Replies (3) | Respond to of 29970
 
Agree - AOL should have been a bit more anticipatory...
but it isn't close yet to being "too late". Many options...
Perhaps the new Hughes Spaceway or Teledesic for example..