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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: American Spirit who wrote (12324)	4/28/1999 10:50:00 PM
From: Vitas	Read Replies (1) \| Respond to of 99985

The bottom line is that there is nothing to stop you or I from hooking a server up to the 'net and starting a competing service. Let's suppose that I had an apartment building that traditionally sold for 8 times gross revenues. All of a sudden people are offering me 50 times gross revenues. Would I be a buyer or a seller? Hint: at 50x you better be expecting martians to be your next set of customers. Vitas

To: American Spirit who wrote (12324)	4/28/1999 10:56:00 PM
From: Daniel Joo	Read Replies (1) \| Respond to of 99985

This probably belongs on the AOL thread but this is another example of intensifying competition for AOL - picked it up from Michael Burke. Free PC's when you sign up for 4 years at lower monthly rates than AOL in addition to upgrades on your PC every 2 years. Playing field getting crowded and pricing pressure is on. Side note: this doesn't bode well for PC makers either - lower prices and introduction of E-Machines will drive up unit growth but this will hurt margins. news.com Dan