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

To: Dustin who wrote (15688)	5/7/1999 2:45:00 PM
From: .com	Respond to of 41369

"how successful had ATHM been with these upgrades?" The cable plant upgrades are done by the local cable providers, not ATHM. Most cable provider have upgraded most of their plant to fiber optics (some cable providers are still in the process of doing this, but in most large markets this process has been completed). Typically, a signal on a coaxial return path goes through 2-5 amps before reaching the fiber backbone. The fiber upgrades ares not being done just for data delivery, so it is hard to gauge their cost effectiveness in relation to ATHM. These upgrades significantly increase the channel capacity of the cable system as well as improve their quality and reliability. In addition, these upgrades prepare the video delivery system for digital television and HDTV. Keep in mind that ATHM and AOL are not in competition at all. AOL delivers content and ATHM delivers bandwidth. ATHM's content is very, very minimal. I joint partnership will happen some day. The big will keep getting bigger. "As for having many winners in the broadband game, I think that AOL has the upper hand with whatever they offer because of the huge customer base. ATT and anyone else will have a darn hard time catching up to that." Actually, I am pretty sure that AT&T's combined customer base (video-voice-data) exceeds AOLs.