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: Steeny who wrote (16790)	5/12/1999 1:14:00 PM
From: KENNETH DOAN	Respond to of 41369

anyone here know what's going to happen if AOL is unable to get cable internet. It look like they are not even trying to get into that market. I hold both AOL & ATHM. also, if you guy can tell me what do you think of UVEW, I would appreciated. there have been very large volume for the past 2 days. thank you good luck investing

To: Steeny who wrote (16790)	5/12/1999 1:18:00 PM
From: MU Lation	Read Replies (1) \| Respond to of 41369

T has a customer base far larger than AOL, but they are empty pipes! Its the content, content, content, that runs over this plumbing that really holds the value. T has built it, but will they come? MU

To: Steeny who wrote (16790)	5/12/1999 1:39:00 PM
From: ChinuSFO	Read Replies (1) \| Respond to of 41369

<<......Too many cheerleaders around here think T will fall to it's knees. T has a customer base far larger than AOL. >> T does have a large customer base. But are you sure that the customer base is Internet related? Yes T owns a lot of gas stations. But do they own the oil refineries? Refineries do need the gas stations for their product outlet. They do not have to go to T for the gas stations when there are other gas station owners. However does T have a choice of refineries and if they do then whom do you think they would want to choose from; Mindspring, Prodigy, UUNet, Earthlink or AOL? Let us think about this calmly for a little bit and forget about the cheerleading aspect.

To: Steeny who wrote (16790)	5/12/1999 9:46:00 PM
From: Pruguy	Read Replies (1) \| Respond to of 41369

Lets just look at one set of facts regarding the "Big Worry" over T and msft... Both have been extremely successful businesses in their respective fields long before AOL offered internet access... T and MSFT have tried very hard to be a player in the isp market as long as aol has...we all have heard of MSN and Worldnet... Here are the numbers you decide who needs to be afraid of who. Combine all of the customers of MSN and Worldnet together and multiply it by 5 and you are beginning to approach the numbers that AOL has... These guys are playing catch-up and their strategy is to buy cable access......Almost %60 of AOL customers connect at 28.8 or slower....They aren't attracted by the speed, it's what is there and who is there. As long as AOL stays on the ball, this factor isn't going to change. The "Big Worry" will look very silly in 6 months and 6 years.