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

To: gc who wrote (10913)	4/16/1999 1:51:00 AM
From: JayPC	Read Replies (1) \| Respond to of 41369

"Only two days ago, ATHM released its subscribers data which shows it has trouble signing up new subscribers" Not sure where you come to this conclusion... @HOME is on target to exceed 1mil subs by the end of the year. Also, the trouble is not "signing up" new subscribers. The trouble is most cable co's currently do not have the adequate staff to handle all the install requests. TCI announced it will be hiring something like 1800 people specifically to handle installs. Installs are @HOME's problem, not demand. When installs become easier (and they will) @HOME's largest hurdle will be gone Regards Jay PS I applaud AOL's numbers too. I am long on both AOL and @HOME. AOL for the "newbie" net user and @HOME for the more experienced and affluent.

To: gc who wrote (10913)	4/16/1999 1:54:00 AM
From: Spreck	Read Replies (1) \| Respond to of 41369

So Head Fake...Profit Taking...Selloff...Valuations...Correction...Rotation...Internet Bubble...Overbought...Oversold.... Please disregard all of the above....this is another market event having nothing to do with anything but the big boys... girls... money managers.... doing what they do....and I still have no idea what... For all of us simple people who really do not know the ups and downs of the market .....market goes up relax and enjoy...market goes down do not pay attention... shut off computer and T V and do not listen to CNBC....for if we all just hold our AOL...We all will be fine... Is that a guarantee no sir...just I'm holdin and not about to be taken in as the next sucker for those big money people to take advantage of.... I to have sold in several corrections only to get out at the bottom.... so everyone just keep doing the AOL happy dance.... spreck

To: gc who wrote (10913)	4/16/1999 2:47:00 AM
From: Lee Martin	Read Replies (1) \| Respond to of 41369

GC and thread, Your post is exactly why I think the cable co's need AOL more than AOL needs them. The cable co's are spending billions upgrading their equipment to enable broadband services in the houses they pass. What % of the houses passed are actually signing up for broadband? I'm going to go out on a limb and venture a guess that whatever the number is, it's lower than the cable co's would like. So they have committed themselves to invest billions of $$ into broadband equipment, and it's anyone's guess when they will sign up enough subscribers to turn a profit. What they need is something to drive customers to sign up for their broadband services. Might an existing AOL customer who's cable line just got upgraded and wants faster access, but likes all the features AOL offers and doesn't want to go through the hassle of changing his email, buddy lists etc. be that "something" the cable co's are looking for. In other words, if they had an partnership with AOL, the customer could simply get his AOL through a cable box instead of a modem. AOL would take care of all the billing and most of customer service issues just as they do with dial up modems. The cable co. would have spent zero marketing $ to acquire this customer which should allow them to focus on what they do best, installing cable boxes. Bottom line: IMHO by partnering with AOL the cable co's would see a surge in subscriber revenue which would put their broadband investment in the black much sooner than current projections. As revenues increase broadband deployment will snowball, along with all the "killer entertainment and ecommerce apps." that are waiting on broadband. These apps. or "content" will the sustaining force driving people to broadband, just as new software drove people to upgrade their PC's until recently when PC speed exceeded the need. OK- now let's hear why I'm wrong. Comments anyone? Regards,Lee