Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: T L Comiskey who wrote (15638)	5/7/1999 12:48:00 PM
From: Thomas W. Fox	Read Replies (2) \| Respond to of 41369

Thread: Some thoughts from a lurker: 1) AT&T wants to be your phone company more than it wants to be your cable co.; 2) T has pursued a cable strategy to bypass the RBOC's which control the phone wires; 3) The vast majority of people have phone service that is "always on" and is reliable; 4) A significant number of households have cable and phone service and have no particular incentive to change the status quo; 5) AOL has 17M+ phone subscribers who are willing to pay for content over the phone & would be willing to pay for faster content over cable; 6) The down-side of AOL is not the content, but its current speed; 7) These 17M+ subscribers (with their @AOL e-mail addresses) should be prime targets for T to move to cable with the high potential of becoming "one-wire" customers. 8) Therefore--AT&T is and should be salivating over the millions of potential PHONE customers that AOL can deliver to it. A deal between the two will be struck! Just my opinion--Your thoughts? ATTFOX