| AOL's BEGINNING OF THE END AOL will go downhill from now on. It already has. It'll be slow at first but at the end it'll look like the Juno-Netzero outfit. May even be acquired by them.
Unless dramatic changes occur and AOL goes full ahead with a conversion to Broadband it'll bleed TW to oblivion.
Can't keep on loosing 100 billion dollars at a time and remain a viable entity.
AOL already has the customers with the phone lines.
A major push to get a lot more of these customers to DSL at a reasonable cost should have happened a LONG time ago.
Efficiencies of scale should have been taken advantage of also some time ago.
AOL's management should have focused on acquiring DSL providers, like COVAD and others and on creating strategic alliances with the regional phone companies.
Instead they focused on the technology of the past and on cooking the books and they blew it.
It's not too late though, but it will require some pretty aggressive and savvy management footwork.
That management, unfortunately, doesn't appear to be within TW. |
