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: .com who wrote (16099)	5/9/1999 1:48:00 PM
From: jach	Respond to of 41369

-OT- Message 9421166

To: .com who wrote (16099)	5/9/1999 5:27:00 PM
From: Pruguy	Respond to of 41369

>COM I re-read my post and I was not very clear in what I was trying to say.... When Kagan and assos. talkes about a passed home they are referring to a home which "could be cable ready", not those that are... I'm sure your info on 67mm homes passed by 2005 is accurate as that was a similar number to what I was hearing. %67 of 67mm total homes is a total potential market in 6 years of about45mm homes...if they get %25 percent of those to use internet service, it will be more successful than even the cable companies are hoping for, that would give them cumulatively fewer subscribers than AOL has today.... That is my point and with your help we were able to make it more clearly.....Cable is not a threat in any way in the short term and is not a threat in the long term if AOL enhances there bbroadband strategy... There is no reasonable reason I have heard to bet that they will not do that.....they have been very active so far and I am positive they will be for many years to come. The only place we disagree, .com, is that you don't feel AOL is down because of ht3e T/cable developments...I think that represents a minimum of 60% of the decline from 150 a couple of weeks ago