SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line: will it survive ...?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Brian K Crawford who wrote (1618)2/8/1997 11:49:00 PM
From: Zoltan!   of 13594
 
I'm willing to wager there are more former users of AOL than there are present users. Or at least that it will soon be so.

"AOL - 10 million former users can't be wrong"

How 'bout Morgan Stanley on AOL. A little cognitive dissonance perhaps? (full article news.com

Morgan analyst Mary Meeker cut her
rating to "outperform" from "strong buy" on AOL.
And Smith Barney downgraded its AOL rating to
"underperform" from "neutral."

"AOL is a company with a split personality--it
always does good stuff and bad stuff," Meeker
wrote in a report. "The good news: AOL has lots
of subscribers and high usage levels, or in short,
too much demand. The bad news: AOL will lose
money again in the March quarter...The good
news: Our instincts tell us that AOL is on the cusp
of breaking out with a profitable business model
(after years of building) and that the stock price
(after a lapse or two) should continue its recent
steady climb. The bad news: The numbers tell us
we are WRONG." (emphasis added)

"Meeker lowered her rating due to several issues.
One is that the stock price has ticked up nicely to
around $38 from $22 in November. Second is the
company's belief that it won't make money until the
first calendar quarter. And finally, there's the desire
to wait to get some "real visibility" into the promise
of the company's business model."

So even the "promise" of a business model is not really visible? Sounds rather tenuous to me.

Regards
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News