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

To: CGarcia who wrote (16785)	5/12/1999 12:48:00 PM
From: Steeny	Respond to of 41369

The problem is that both cable and DSL will be players and aol is not yet involved in cable. This is one fear holding AOL down. If they are not involved in cable, they may lose some mkt share and slow growth. Of course, AOL will have a cable strategy soon, but the perception is hurting. The best option is that Feds block T-UMG. Then Comcast steps in again and signs agreement with AOL. I would like to see AOL buy a big chunk of ATHM. I don't know if this is possible since T owns 20% of it. Just a theory.

To: CGarcia who wrote (16785)	5/12/1999 1:04:00 PM
From: JayPC	Read Replies (1) \| Respond to of 41369

"but the bottom line is, internet lag slows either cable or DSL to a snail's pace, so does it matter how much faster one is from the other, when lag hits?" This is why proprietary content will be vital in the early BB stages. With @HOME's page, you get direct links to sites designed with Multi media and broadband in mind. In the early stages of BB the majority of the content will be located or offered from the ISP's BB home page. This is positive for BB providers, because it glues the eyeballs to your site even longer than with normal dial up. Look for AOL to provide a plethora of its own BB content, on fast servers so that the user will achieve the full BB experience. regards Jay