America On-Line: will it survive ...? Message Board

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

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To: jack rand who wrote (5057)	10/15/1997 3:52:00 PM
From: Joe Gleason	of 13594

AOL book VALUE is 900+ per customer However the market feels customers are worth $100 aprx.. As per last aquistion of compusevces customer list... If the market realizes that - that could push book heavey on AOL's stock price wich is trading pretty rich! ... This info is from the Recent money magazine...Same other who made a similar observation about amazon.com- other book co's Check it out! -www.moneymag.com Needless to say I am short and have puts! 3 reasons for a fall back 1) Retrace is due 2) PE is out of line even given future earnings 3) price per customer to high 4) just incase you don't like any of the above new deal with Netscape - Joe

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