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

To: Jenne who wrote (18066)	5/22/1999 9:37:00 PM
From: Jim (Hijacked)	Read Replies (2) \| Respond to of 41369

Several things go through my mind. 1) Looks like the trend is big will get continue to get bigger. 2) Market dominance in own industry is the key. examples (intc, msft,...aol?, yhoo?) 3) Technology (owning and/or developing) is also key. 4) Owning wire and delivering content is not enough. Hard to make money in commodity. Must have technology. I believe AOL upto now has had the lead in technology. However, a deal with yahoo is very important to keep that lead. Remember they also get Broadcast.com access with yahoo. Yahoo has enjoyed the dominance in a commodity business because of brand name, ease of use, and first to market. However, in order for them to stay ahead, they needed Broadcast.com. And with AOL and its technology, they can continue to grow. Anyways, seems to me, they both need each other in order to grow. We shall see how this folds out. Later. How do you feel about this?

To: Jenne who wrote (18066)	5/23/1999 8:55:00 AM
From: Pruguy	Read Replies (1) \| Respond to of 41369

My opinion may not be typical but it is very strong anyhow....... The perception that T is now the gorilla should give AOL longs some comfort. 1) While the perception is actually common, online customers and revenues don't support this contention in any way whatsoever. 2)T is a company that is/was dying and this buy every company at all cost is a desperation attempt to stay more than a memory in business history books. 3)T has not had a successful acquisition in maybe a generation(at least) 4)Has proven a unique ability to blunder their internet strategy in the past on a consistent basis. 5)Has customer service dept. which is so poor it defines how not to run a department. T is not a long term threat....They have cash flow to fund acquisitions, which when all is said and done, will have taken potential significant competitors to AOL and maimed them with the T alliance, which will ultimately strengthen AOL..... This will takle a long time to play out, but I am sure this is the way it will go