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Technology Stocks : Qualcomm Incorporated (QCOM) -- Ignore unavailable to you. Want to Upgrade?

To: marginmike who wrote (27529)	4/19/1999 11:50:00 PM
From: Ingenious	Respond to of 152472

CBS is limited to the USA. AOL has no geographic boundaries. Today, AOL deliveries simple web pages to your door. Tommorow, AOL will deliver full length movies, CDs, software, live-customer service, multicasted secure meetings, point-of-sale purchase, etc. Imagine having the opportunity to sign a long term advertising contract with AOL today on the apparent reality that the above events will occur online w/in 2-3 years. This is international advertising with extremely low cost of production and incredible control over the medium. TV only has a receiver; the Internet is by definition Interactive. Clearly, if you estimate AOL's existence based on what you see today the valuations are not justified. In 1-3 years, however, everyone will get a free PC with Internet service just like you pay for cable TV today. As bandwidth continues to increase, so will the value of Internet presence. Infrastructure companies will be to the Internet what Intel was to the PC. AOL and other content providers (there will be many others) will be what MSFT was to the PC. We all know which company performed better.... The question is not what AOL is, but what it will become. IMHO

To: marginmike who wrote (27529)	4/20/1999 8:56:00 AM
From: limtex	Read Replies (2) \| Respond to of 152472

mm - Very intereting your attitude and use of AOL. I use AOL becuase:- 1. Internet access 2. E-mail 3. Access numbers in many of the cities around the World There are many providers for 1 and 2 but so far as I know only AOL does point 3. I have never bought anything from their ad and I don't use their content much at all. Maybe occasionally for weather or info about a destination city or for software utility downloads but all this is pretty rare for me. I like the AOL usefulness when travelling in fact it is the most important aspect for me. If they wanted to charge more for it I would have to pay. On the other hand SI is my 'chat' line and I'm not interested in any AOL chat forums but this is clearly a big part of their use. Interestin to see how others use AOL. Best regards, L

To: marginmike who wrote (27529)	4/20/1999 12:09:00 PM
From: Caxton Rhodes	Read Replies (1) \| Respond to of 152472

AOL is a joke I'll be happy to remind you of that in a few years. My prediction of your response? "What was I thinking?" AOL will be making serious $ in the next few years, the advertising is sweet, but those guys will be into everything, and I mean everything. A lot of people will be hitting that AOL icon several times a day on their Qualcomm phones to check out their Schwab accounts, not to mention to see what movies are playing that evening near their house, etc., etc., etc. Caxton