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Technology Stocks : America On-Line: will it survive ...?
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To: Sam who wrote (4714)9/8/1997 10:34:00 AM
From: Harry Larson   of 13594
 
Currently, AOL carries much of the ANS network equipment as
capitalized leases.

Because of this and WCOM markups, purchasing equivalent network
services from WCOM should be larger out-of-pocket ongoing expense
than AOL now incurrs.

Thus, AOL leverage in the deal must come from the acquired CSi
subscribers. AOL operating CSi separately crimps obtaining operating
leverage. This focuses on advertising as avenue to obtaining value
from the CSi sub base. CSi has been relatively free of advertising.
Not clear how those subs would respond to influx of it.
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