Some problems with his argument: Time Warner may own AOL, but it also costs them heavily. Most of their network is Roadrunner/Earthlink before AOL as an ISP.

Some problems with his argument: Time Warner may own AOL, but it also costs them heavily. Most of their network is Roadrunner/Earthlink before AOL as an ISP. Microsoft is spending tons of money on online marketing to ensure that they're not a moot point. They are trying to make "Bing" valuable and thus their ad market valuable. Myspace was pretty much doomed from the start. The underlying software was pretty shitty. Cisco - what? +/- 10% is STEADY in this market. The market crashed and cisco went down. Duh?