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Technology Stocks : America On-Line: will it survive ...?
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To: Kenneth Lu who wrote (419)10/30/1996 3:21:00 PM
From: Kenneth Lu   of 13594
 
Here is something to think about.

AOL expects revenue in 2nd quarter of fiscal year 1996 to be around $400 million, which suggests the revenue of 1st quarter of fiscal year 1996 to be below $400 million but somewhere above the $330 million from the 4th quarter of 1995. I think it's safe to conclude that the 20/20 plan did not have the negative impact on revenue that people think it will have, since there is still sequence growth of revenue quarter to quarter.

If the 20/20 plan worked out okay, the unlimited plan should not be a major problem that some say it is (as negative impact on revenue).
Any thoughts?

Regards,
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