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Technology Stocks : Internet Guru Discussion -- Ignore unavailable to you. Want to Upgrade?

To: re3 who wrote (1810)	6/7/1999 3:50:00 AM
From: steve harmon - analyst	Read Replies (1) \| Respond to of 4337

athm - i think the portland case is not a final decision on any level yet however, if the cable lines must be open then i believe whoever executes best in broadband internet should win, just as aol beat msn despite microsoft's desktop leverage @home has the chance to be the broadband leader if the cable line is open if @home consolidates its brand as the leading broadband brand. that means creating a compelling user experience at the heart of the service; it means acquiring broadband companies and toolmakers; aol doesn't necessarily win because a wire can be leased by them it must provide better service just as aol beat compuserve even though compuserve was the winner; aol had a better dial up online experience than compuserve (or prodigy) but aol could just as easily lose out to a better service if it doesn't provide one 70 million cable homes in the u.s. already have cable 4,000 isps in the u.s. ought to be able to lease cable line space if the technology allows it in their areas