I am not sure that cable is a permanent solution
to the broadband issue. It works fine when only few
people are on line.
Performance ( upstream )degrades
as more users get on.
I think that @Home is not
going to be the winner in the long run because it is
exploiting the very known technology and there is basically
nothing else behind it. I completely agree that AOL has
several advantages that will most likely help it to
become the long term winner:
1. Widely(World wide)
respected name. After they purchased CompuServe, they have
major presence in Europe. Also growing in Latin
2. Popularity among different social groups,
especially young adults.
4. Easy to
expand service to almost anywhere in the world
there are phone lines.
an issue but I think in a couple years it is going
to be resolved and not through cable modems.
Remember these modems are temporary. Most importantly, AOL
has the infrastructure and 2.5 billion dollars in
cash. It is hard to compete agains this.
You probably also didn't know
that companies such as Lockheed Martin and a company
founded by the author Tom Clancy are currently finding
ways to get satellites up into space for a low cost.
Satellite access is not affordable at the moment. But in 4
or 5 years, it will be. Look at the future instead
of the present. Also, I suggest changing your name
since you really don't know much about broadband
except...cable! At Home rules!
The two satellite companies that I like most
Hughes - 14 geostationary satellites are just way too
powerful not to love!
Teledisic - This is Bill
Gates offshoot company here. They are putting up 288
low orbit satellites that should be around in 2000 or
I don't know as much about Loral's system, but I
have learned that Hughes will be in a great position
once their system is ready to go. I've also seen Bill
Gates speak on Teledisic, and it has great potential.
u think are in the best position to take
advantage of the situation? I ask because I was just doing
some research on Loral thinking along the same lines
as you. I also like the fiber optics (Internet 2)
along with the companies I mentioned(wcom qwst lu).
However, with respect to satelitte Im not so sure who
benefits the most, any thoughts? How do wireless companies
play into the mix? PS enjoy the run up next week.
I assure you that within 2 years ATHM revenues
and profits will zoom past AOL. No one other than net
people, heard of AOL 4 years ago. AOL is overpriced and
not prepared for Broadband cable --- investor in AOL
are buying based on name recognition alone == that
investment is similar to buying Railroad stocks when
airlines just got started. If you compared the revenues of
the two at the time you would be saying the exact
We all know what happened to the
Good luck in your investment ---
the future my friend is ATHM
this is not to address your question - but to
tell you that if you would like to participate in
informed, articulate discussion, the place to be is the
Motley Fool message boards.
far superior in
content - there are occasional postings of the same
gutter quality I see here but they are not nearly as
frequent and are generally removed promptly.
genuinely interested in AOL (or any other stock) would do
well to check them out. I visit both boards on a
regular basis and i am sorry to say that the yahoo board
falls far short.
This board needs to get off the
personalities and the wild speculations and start thinking.
This is OUR money and we worked damned hard for it!