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

To: Tunica Albuginea who wrote (12451)	4/23/1999 10:21:00 AM
From: Dennis J Baltz	Respond to of 41369

I agree, I thought ATT would go up this morning. ATT is buying all the cable companies it seems.

To: Tunica Albuginea who wrote (12451)	4/23/1999 10:24:00 AM
From: Tom Tallant	Read Replies (1) \| Respond to of 41369

TA, ATT is clearly trying to dominate the cable internet industry through it's majority ownership of ATHM. MediaOne along with TWX have the lion's share of Roadrunner so it makes sense. How this affects AOL is anybody's guess. Personally I don't think at this point it is much of a threat. I suspect we will here more from AOL concerning their plan for cable broadband in the near future. I feel certain they must have some other strategy other than lobbying Congress as they have fairly deep pockets.

To: Tunica Albuginea who wrote (12451)	4/23/1999 10:44:00 AM
From: Dr. Zax	Read Replies (6) \| Respond to of 41369

A comment on a future possibility Here is a thought. First some facts: - Currently if you buy a sub $1000 PC almost half of the price (minus the distributors profits) is paying MSFT for Windows and any other MSFT products that come on the system. - The Techie public and some of the general public are becoming more and more fed up with their lack of choice in operating systems. - Windows really doesn't work that well. It crashes often and there are better technologies out there. - SUNW and AOL have a partnership... that I would bet IBM would like to be in on, SUNW and IBM are already buddy buddy anyway. - AOL wants to give away computers with a year or two year subscription to its services. - SUNW wants to introduce a JAVA or Linux based operating system All the pieces are there!! If they play their cards right AOL could very well beat microsoft to the $1 trillion market cap position. Here is the plan let me know what you think: IBM and SUNW finish their operating system. It will be free for a couple of years as this is the only way to take out windows. AOL obtains PCs with new SUNW operating system cheap (maybe made by DELL?) because they don't have to pay MSFT $300 for windows. AOL then gives these PCs away to new members. SUNW benefits as they have a means of getting their new operating system into the mainstream and competing with windows for real. AOL gains customers, add revenue, and more diversity in its business. IBM gains a foothold in the new operating system that will take out or at least share with MSFT. The public gets a better operating system than Windows.