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Technology Stocks : America On-Line: will it survive ...?
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To: steve lipson who wrote (3961)7/11/1997 5:51:00 PM
From: Thomas C. Donald   of 13594
 
Steve: During the most recently reported quarter, AOL received $0.20 of other revenues per $1.00 of access-fee revenues. CSRV, received more! CSRV received $0.52 of other revenues per $1.00 of access-fee revenues. Getting the most from available resources (customers are proportional to access-fees) is generally a measure of excellence. By this measure, AOL is inferior to CSRV. Maybe your $2 billion valuation for AOL is okay afterall.

Incidentally, AOL's low ratio of other revenues to access-fee revenues suggests that its earnings will be especially sensitive to the problem we have discussed of customers switching to the internet access mode.
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