This is soo simple, it hurts that people bought
into the selling, youll be kicking yourself in the
ASSSS once the run happens.
1. Bottomline, AOL
has a subcriber base that ATT can only hope for even
AFTER they fully implement there cable plan (which isnt
for 3+yrs away anyway.) Folks, think about this, AOL
could have 20,000,000 subcribers by Sept 99..thats
$420,000,000 a month coming in. Fuck, @home wont see money
like that..like EVER!!!
2. Brand name. period,
end of story. People buy AOL because everyone else
does. Its easy to use and the average computer
user..NOT YOU GUYS, want ease of use..AOL WINS!
They bought Netscape and teamed with Sun Micro to
start needling at the business sector...i.e., a
possible 1.3 TRILLION dollar net market.
with the rest...AOL is one of the best brand on the
Web. Period. ATT has to buy there presents..AOL
already has about a mile lead in this infant stages of
5. STRONG BUY at these
ATHM, T, AOL, ELNK, XCIT. Anyone who owns internet stocks period! I repeat... this is ownly the beginning!!!!! Anyone who sells any of these stocks will look back and cry... We must unite!!!
I typically ignore technology as a factor (could
be a mistake
with AOL, but time will
The reason I bought AOL is because I am convinced the
need an easy way to go to the Net. So far, AOL does it
The mass don't care about technology. They just want
access. AOL doesn't get 17 million customers by luck.
there are cheaper Net providers out
Again, I don't deny cable-modem as a threat.
will 17 million customer (plus potential customers)
My stand on AOL
fundamental is its ability to obtain the most
as a customer.
Once again, I am not saying I
am right. Stock market is risky.
that the investigators have completed their
investigation and dog-licker will be spending the next 10-20 in
the joint. I am going to the Hong Kong Gardens to
enjoy supper while dog-licker is being hauled off.
Anyone else want to try me?
And so is AOL. Go outside the bay area and NO
ATHM. 60% ofhomes have cable but 3% of those homes hve
cable ISPs. AOL has an elephan share in all homes with
cable. The point is cable does not imply a cable mnodem
hence cable != ATHM, cable != ATT Phone k\line == AOL
satellite??? NOT FOR
DSL??? CAN YOU GET THE TELCOS TO ROLL OUT?? WHEN THEY DO
ROLL OUT CAN THEY DO IT UNDER $50 BUCKS?? AND IF THEY
DO WHAT DOES THAT DO TO AOL'S BOTTOM LINE, REMEMBER
AOLNET?? ARE YOU WITHIN 3 MILES OF THE SWITCHING STATION??
The telcos have dragged their feet too long on that
one to be much help in the very near
cable??? the majority of the players have partners
Hey enjoy yourself, just hought you
should know, the fundamentals