to AOL's high speed success.
DSL is more
convenient, more affordable than cable modem.
year-end 1999, AOL will have 25 million subscribers -
million through DSL, bigger than cable modem
By yearend 2000, those numbers will be 50 million
and 5 million,
By that time
AOL would have split 3-4 more times and the
pre-split price of AOL will be around
That's my estimate!!!
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ATHM isp is for searching the net first and
contents 2nd. You can do many things such as chat on Yahoo
which is free. The internet itself has a lifetime of
content already including streaming videos and MP3's
which many AOL people cannot effeciently take advantage
of because the speed makes it virtually impossible.
If speed is no big deal AOL should not fight for
open access. Your post make virtually no sense at all.
I love the internet but I do not use AOL. Some love
AOL and can run AOL with ATHM. What is your main
- Cable Modems: Not So Fast?
WE EXPECTED some acrid email from America
Online (AOL) devotees when we ran a story last week
the Dulles dynamo might lose customers
to cable-modem-service providers such as At Home
(ATHM) and Road Runner, a
service owned by Time
Warner (TWX) and MediaOne (UMG). But we didn't expect
readers who use these cable modems
to be so
disdainful of the service they already get.
reader called it "spotty." Another used the word "lame."
Edmund Kwan wrote, "Many of my friends have At Home. I
was told At Home goes down about two to three times a
week, and each time for hours." A Colorado reader
Home is down about 50% of the time. The
only reason I use At Home is because I want my phone
line available [when I
use the Web]." So maybe AOL
has more time than we thought to cobble together a
strong broadband strategy.
For the short term,
even At Home bulls don t see the service trampling
AOL. Merrill Lynch analyst Henry Blodget, in
initiating At Home coverage with a Buy rating last week,
wrote that the stock should "trend higher as long as
continues to meet or exceed targets."
Merrill, which is advising At Home in its purchase of
Excite (XCIT), says the
company "could challenge
AOL" if that merger thrives. But since that s a big
"if," At Home first needs to upgrade its
and customer service. ....
Like you post as well. I guess my response for
now would have to be a wait and see. I have many
friends here in MA that work in the tech feild, most if
not all think DSL will be the future.98% of us
households are hitched to phone service while I believe its
58% are hitched to cable. Right off the bat numbers
are better. DSL is available over copper lines from a
company that is connected end to end. Cable lines are at
present are old an need major updating to be able to
handle the inet.they are brought to you via deverse
companies , mainly indipendent of each other and not all
interconnected. Cable lines are shared lines, DSL lines are not.
DSL line also cut down on the need for 2 phone lines
for many individuals, you can have voice and data
I believe that broadband is the way of the
future I just have different thoughts about how we, the
public, will be accessing it.
I may be wrong, may be
right. The only thing I can say for sure is, that AOL
will not be left behind. Do we really think that
anything that has been said on thsi board about broadband
has not been talked about in greater detail, adn by
more sophisticated individuals then us.
good weekend all.
Mr. Case is truly an innovator, and a man of
vision. The new ideas that they are bringing to market
are remarkable, and will undoubtedly affect the way
we access the internet in the future. As you know,
perception of a companies future prospects plays a key role
in its current price. AOL's stock price, more than
any other company, is news driven (at least between
earnings reports). AOL's current price has taken all the
latest announcements into account, and will only be bid
higher by a strong earnings showing this Tuesday. If
they beat the whisper, AOL will explode. If
As for the long term, I as a long term investor with
a considerable stake in AOL have to be convinced
that the broadband
"problem" will not hamper AOL's
ability to sustain its growth. I am not convinced that
AOL has a strong broadband strategy, or if they do,
it has not been articulated to me in a way that
convinces me that they've "tackled" the issue. The INSTANT
that investors perceive AOL's growth is slowing, the
price will be cut in half. In other words, AOL is
priced for perfection. How the internet is accessed may
not be a major issue this year or next, but in the
next 3-5 years, broadband could be AOL's achille's
Earnings/profits drive a stock price, not news
AOL will continue to go up and split and
go up and split as long as it keeps turnin a good
profit. These news releases will only have temporary
effect, doesnt concern me, as long as they keep beatin
the numbers !
LONG ON AOL