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

To: Dr. Zax who wrote (12457)	4/23/1999 10:52:00 AM
From: Craig A	Respond to of 41369

cbs.marketwatch.com Comments regarding ATHM and AOL

To: Dr. Zax who wrote (12457)	4/23/1999 11:03:00 AM
From: freeus	Respond to of 41369

Fascinating scenario. Wonder if it will happen... Freeus

To: Dr. Zax who wrote (12457)	4/23/1999 11:23:00 AM
From: StockMiser	Respond to of 41369

I love it! Great scenario. If you don't mind, let me expand this to also include Novell. Novell has strong ties to SUNW (their CEO was head of SUNW), and have been very active in the Java arena offering the worlds fastest java engine built into their Netware server platform. Netware's NDS is also fast becoming the industry standard for directory services and network management. Netware is also now a pure IP network, making it very interoperable with Unix. As a sidenote, Novell purchased Unix from AT&T awhile back and did quite a bit of Unix/Netware integration (they later sold it) - so they are VERY familiar with Unix. Novell and IBM have also been in continuous talks about co-development. And...needless to say...MSFT is the arch rival of Novell. As a side side note....Novell also once attempted (a long time ago, in a galaxy far far away) to directly compete with MSFT on the OS level with DRDOS. I am not long NOVL, btw, but I've been a network engineer for 20 years and love their products :) SM

To: Dr. Zax who wrote (12457)	4/23/1999 11:48:00 AM
From: Jeffry K. Smith	Respond to of 41369

It would be nice, but... unless MSFT gets knocked down quite a few pegs in Federal Court, Dell would not dare make computers that didn't have Windows on them. I would think that MSFT has And, it seems that if Dell made them for AOL for resale, that would be going against their business model. Interesting info about % of price going to MSFT. Jeff Smith

To: Dr. Zax who wrote (12457)	4/23/1999 11:52:00 AM
From: Tunica Albuginea	Respond to of 41369

Re-edited:Dr.Zax,I agree.Future of bradband,e-commerce leadership isup for grabs. I note that you are a CS science major. I have two boys there. I try and convince them to get a biz degree with it however and learn biz. Reason is that a friend of mine had a son that is going for an MBA. He told me that his kid was telling to all his classmates in his prep school who were going into science/tech ( CS or Engineering) :Please be the best engineer you can because I am only going to hire the best , <g>. Point here is that at the heart of a stock making money you have to have above all a great Business plan and acumen. I am banking on Steve Case. The guy has delivered against all odds. As the articles I am posting below indicate, the net/broadband/online field is in a flux, full off problems with connectivity, legal issues, who owns whom in the cable industry ( a lot of in breeding ), local bells,long distance Co etc etc. Paramount is to have customers and that is where AOL leads. The connection issues will be resolved. Even Mel Marten Telecom Analyst of Edward Jones on CNBC a few minutes ago, agreed that the AT&T deal, even if successfull is 3-5 years away. 3-5 years in this industry is 10+ years in the car industry. I am betting on Steve C. =================================== 1) Fresh rumor:"MSFT CFO Mafei may be hired away to run Time Warner?road Runner Cable service. 2) Problems with cable: internetworld.com Highlights: " Deployment difficulties faced by cable and telephone companies are mundane.Neither money nor marketing can get around the physical barriers to broadband." "So even where demand for broadband is high, telco and cable companies have consistently failed to meet it. " "Three years into this game, there's still no real winner," said Gary Arlen, president of Arlen Associates, a Bethesda, Md., consultancy. "Cable, like the telco DSL market, seems intent on seeing who can lose the broadband market fastest." Here is another view for streaming video: For Streaming Video, Satellite's Far Better Than Net--for Now internetworld.com And here is another take on handheld devices: "You've got mail!" Step by Step, 'Internet Anywhere' Approaches internetworld.com TA

To: Dr. Zax who wrote (12457)	4/23/1999 12:13:00 PM
From: ALTERN8	Read Replies (2) \| Respond to of 41369

<<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. >> And how many years into the future are we predicting here?