from today's Red Herring
Perhaps the most frightening thing for the e-commerce
upstarts, however, is the consolidation of power among the
elite brokers of Internet eyeballs: America Online
(NYSE: AOL), Yahoo, and Amazon.com.
to become more and more difficult for the new crop
of Internet companies, especially those focused on
e-tailing and Web-based consumer services, to gain a
foothold in the market. As the market expands, in fact,
the early entrants appear stronger than ever before
DSL will not be available to all homes at this
point... not sure what the % is, but here are some of the
Distance to the telco central
office - DSL isn't viable beyond 2-3 miles, which is the
case for me, and no, I don't live in the sticks. DSL
is available for the CO that serves me, but SBC says
I am not qualified due to distance (I know someone
2 miles away who has it and he loves it). Hopefully
technology will address that soon.
Bridge taps and
load coils - these pieces of equipment were used in
the voice environment to improve quality - they have
to be removed for DSL to be viable. Also I think
there may be a problem if you are served by a remote CO
swith rather than a host switch (not 100% sure on that
I would love to have DSL. I have been
waiting for it for years. But it looks like cable modem
might be the solution that gets to me first.
I do know that DSL will have the country 80%
covered in 1 year. Cable has only 20% coverage right now.
ANd yes, Cable lines requeire digging up old lines
and placing new ones. U are teh one with no clue
technology (which, as an ATHM long, you don't),
you wouldn't have made these statments.
depends on phone company, but perhaps you could fathom
that cable depends on the cable company.
know the cost difference between deploying DSL -vs-
cable? Do you know the current coverage of DSL -vs-
It would be great if someone had numbers on these.
they have broadband to themseleves for 3
What do they actually have/own that makes them so
special, technology, huge number of subscribers, or
Aren't they still kind of a dinky company?
I don't see ATHM as a threat to AOL. It just
something ATHM longs use to justify their investment.
1995 was very very risky. almost tanked in 1995
and again in 1996. stock dropped 70% in 1997.
Notwhitstanding many mistakes they have come out of the pack as
the leader with noone even a close second. Much
better investment now with unlimited potential. Buy my
I am looking to grow money like owning Aol from
1995. I just dont think Aol with its present market cap
can do that anymore. All I am saying is the next
phase of this internet revolution is broadband and Aol
is way behind cable, and ATHM has it to themselves
till 2003. WSJ had an interview with the guy in
mondays paper 11-22-99. It had some good insight. They
should have done the deal!!!