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

To: C Nelson Reilly who wrote (14973)	5/5/1999 3:43:00 PM
From: John F. Dowd	Respond to of 41369

The ATT deals have the telco world in a tizzy but I think this will be bullish for AOL. I can't imagine the RBOC's are going to sit around and let the biggest long distance carrier end run them without their trying to provide the one stop shopping that T can by offering broadband via XDSL. This is the kind of competition the regulators had hoped for they just never figured it work out this way. But now the RBOC's are going to be forced to speed up their deployment of XDSL so that they are not overtaken by ATT. AOL will therefore see an acceleration in the introduction of ADSL to their customers. This also bodes well for the telco equipment people who took a hit today. To catch up/stay ahead of T RBOC's will have to buy a lot of XDSL equip. Additionally the RBOC's will be extending their long distance capabilities further benefitting the telco equip. suppliers. JFD