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: Brent D. Beal who wrote (5602)	11/7/1997 7:45:00 AM
From: valueminded	Read Replies (1) of 13594

Brent: Appreciate your analysis. Earlier this week, I had decided to compare AOL with a cable/tv company to see how they stacked up. For better / worse, I chose time warner and for purposes of comparison I just looked at capitalization to sales ratio. Based on that comparison and assuming that AOL could achieve the same margins on subscriber basis that time warner could, I determined that AOL would be fairly priced in the $30-$40 range. Now that being said, I am sure I am not the only one who has done these kinds of spot checks. My question to you, is what is the best way to play this puppy. Currently, I am considering puts in the 3-12 month time range and a price in the $60 range to play just the time premium. I would appreaciate your thoughts. thanks

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