After all the recent announcements, the positive
fed action today, the chart, the tape action over the
last two months, and the careful touting by key
analysts on CNBC, etc. it should be obvious that the
market makers are holding this stock steady for the BIG
holders to ease out of their positions. The only thing
that might cause a change might be a deal with AT&T,
@HOME, or IBM. The PORTAL scene is changing too fast for
AOL to recover!!
has not been lowering its prices. I asked why
Dell would lower its prices to compete with a cheap
Korean PC company in response to this recent AOL deal.
It's reasonable to believe that computer technology
will continue to improve and evolve. Black and white
televisions were once very expensive, but over time, prices
dropped and margins eroded. However, television
technology continued to improve and evolve. Today, we have
the option of big screen televisions and HDTV, at
much higher profit margins and with expanding markets.
Regarding ISPs, I thought that you might enjoy the attached
article. Enjoy your week!
Tuesday June 22 8:42 AM
Dell Sees Profit In Europe Online
FRANKFURT (Reuters) - Dell
Computer Corp (Nasdaq:DELL - news) said Tuesday it expects
its European online service to generate profits as
well as attract buyers for its personal
The world's leading direct marketer of PCS earlier
said it has launched a ``free'' Internet service in
Germany, its second in Europe after entering the UK market
It also plans to expand the
service, called DellNet, to France, Sweden and the Benelux
countries in the next few weeks, and later to other western
DellNet ``will clearly be
driving a revenue stream to Dell,'' Gordon Ballantyne,
director of Dell Online in Europe, told
``The return on our investment will be in line with
what Dell expects in any of its investments,'' he
added. ``There will be a profit
Dell's German Internet service is similar to the free
services that have caused a sensation in Britain. Users
pay no subscription fee and only the local phone
charges for the time they are online.
plans to pre-load DellNet software on its PC so that
buyers can get online easily. But the company hopes
DellNet will also attract other users looking for a
low-priced, well-organized service, Ballantyne
DellNet software is available for free from company web
sites in the UK and Germany.
``We see an
opportunity to replicate free services across Europe and to
give people the right customer experience on the
web,'' he said.
In Germany, phone charges for
DellNet use range between three pfennigs per minute late
at night use and eight pfennigs per minute during
peak hours on weekdays.
Deutsche Telekom AG's
(NYSE:DT - news) T-Online service, the leading access
provider in Germany, charges a total of six pfennigs per
minute around the clock, plus a monthly subscription
Mannesmann Arcor AG, a unit of Mannesmann AG, also offers
Internet access for six pfennigs per minute with no
Free Internet services have taken
off in Britain since Dixons Group Plc started its
Freeserve unit last autumn.
AOL Europe, a venture of
America Online Inc (NYSE:AOL - news) and Bertelsmann AG,
is considering switching to a free pricing scheme to
counter Freeserve in the UK and T-Online in Germany.
"I am saying that free ISP in UK
and free computer deals are terrible.. Anywya, every
time company lowers prices or gives anything for free-
its stock goes down... AOL should worry about
improving their existing service, not getting into the
fireld they have no idea about...I am serious, if it
hurts its erning- AOL's stock is gonna have hard time,
cause its priced to perfection "
getting a bit smarter than that now...
The move to
flat rate access was dismissed as disastrous several
years back but it ended up being a resounding success
and AOL's huge customer base means that companies
queue up to do deals...
so much like EEE-Mike
Wiggin just a little upset that us daytraders
make it up and down unlike u people who sit on it
forever. By the time it goes to where u want it a
daytrader has made ten times the amount of u. Well not
everybody has the touch nothing to be pissed off about
this is (OT)regarding TLTG...
for the facts, here they are...
1.TLTG is the
2.they are an internet company
will earn around $2/share next year
price is around $9/share
5.They pay stock dividends
6.They are in the VOIP business
7.They also have a
8.they said they will spin-off the web
portal in an IPO
9.their management has followed
through with every promise ever made to date
growth rate is very high
$9/share, will earn around $2/share next year
ps...this is not hype-these are the cold facts...
please check out our board at TLTG for any more info, no
But I am saying that free ISP in UK and free
computer deals are terrible.. Anywya, every time company
lowers prices or gives anything for free- its stock goes
down... AOL should worry about improving their existing
service, not getting into the fireld they have no idea
about...I am serious, if it hurts its erning- AOL's stock
is gonna have hard time, cause its priced to
dell already HAS been lowering their prices. They
are also going to be auctioning off pc's coming back
from leases. It's the low end of the market that has
the biggest growth.
Still dell has higher
margins in the corporate market. This will EVENTUALLY see
pricing pressures as corporate types realize that cheaper
pc's run reliably.
The pc biz is COMMODITY biz.
That is exactly why the box makers are making such a
big effort to enter the isp biz. Margins in the box
biz are being sqeezed.
Only a matter of time
for dell to face more competition in the corporate
market, just like the isps are getting more competition
in their markets.