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

To: George Martin who wrote (17712)	5/19/1999 8:49:00 PM
From: Tae Spam Kim	Respond to of 41369

America Online had an all-day conference in Washington D.C. for Wall Street analysts and investors. The company focused on increasing its e-commerce efforts this summer to leverage their 17 million customers. However there were no new developments in explaining AOL's lack of broadband strategy and partnerships. AOL needs to move boldly like AT&T. It can't rely on the government to open up the cable modem distribution channel. America Online shares edged lower Wednesday as AOL shed little light about its broadband strategy after kicking off its institutional investor conference with news that it's beefing up its e-commerce efforts. AOL is holding an all-day investor and analyst conference in Washington, D.C. where top executives are giving presentations throughout the day.The Dulles, Va., company announced Wednesday it's launching a major new shopping initiative this summer. The new online shopping service will include comparison shopping tools for price and products as well as personalized buying guides. The company also said AOL shoppers spent a record $1.8 billion in March alone, or 75 percent more than six months ago. AOL also drove more than 1.7 million first-time buyers to online merchants in that month. At the moment, AOL has agreements with SBC Communications (SBC:news, msgs) and Bell Atlantic (BEL: news, msgs) to provide broadband access to AOL customers over DSL, or digital subscriber lines. These services, which are expected to make connections 20 times faster than 28K modem links, start rolling out this summer. - CBS Marketwatch Dell

To: George Martin who wrote (17712)	5/19/1999 9:10:00 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 41369

GM: T made a good move. The Bells were not going to give T the freedom of action that T would like in terms of bandwidth etc. The access charges are an enormous burden and so are the federal taxes on each telco. wire. Cable gives T an exclusive access and Kennard is leaning toward a hands of policy where ISP's will have to compete through ADSL. The speeds are quite similar. The only question regarding T is how fast can he get his broadband equip. in place. AOL has no control over ADSL they can only wait for RBOC's to move in their typically glacial manner. AOL has little control over the introduction of the technology. In fact most of their POP's are rented and therefore they have almost no control. It will be an interesting race. Bottom line Jubak is wrong T will prosper as they will generate great value added from each of the pipes they bought i.e. pay per view,phone,servies that store video and store records for corps etc. but to do so they will have to execute. JFD