These two companies together control many of the key pieces of the technology that make up the backbone of the Internet. In any Internet service provider, you'll find Ascend and Cascade equipment dominating. I think from a strategic standpoint, this makes a ton of sense. |
They have huge opportunities available to them, some of which would benefit from a more liquid balance sheet. |
They respond very aggressively when they perceive a threat that could be meaningful, |
They started out in a world of spread sheets and word processors, |
This March quarter earnings season was, without a doubt, the finest first- quarter season I have ever seen in 18 years in the business, ... In the Money. |
What's great about this deal is the right piece of CompuServe found good homes at decent prices, ... No one seems to have overpaid for anything. |
What's great about this deal is the right piece of CompuServe found good homes at decent prices. No one seems to have overpaid for anything. |
You can't really bundle the two in terms of advertising yet. It's going to take some time to migrate those [CompuServe] customers to a format where America Online can take full advantage of it. |