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Technology Stocks : America On-Line: will it survive ...?

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To: Thom Taylor who wrote (1589)2/7/1997 8:37:00 PM
From: Harry Larson   of 13594
 
Nobody here or anywhere else I've seen has noted impact of
churn in Q3. Pittman said AOL was stopping marketing BEYOND the
AG's imposed ban of Feb -i.e to April.

In a normal quarter with no problems and marketing on full blast,
AOL churn was running about 25%.

And in Q2 an inordinate % of subs were on trial (500k December
adds). Would you stick around after the trial?

Even at *just 20%* of 7.5m = loss of 1.5m subs

= 6m domestic subs. Sub count 3/31/*96* 5.5m.

Now, what was that about growth of advertising, merchandising, etc?

Of course there's also top line revenue loss at $30m/month on the $19.95.
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