My crystal ball is broken ;-) I'm holding long term, unless something terrible is announced. I'm expecting a one time charge for ICQ, other then that...? Most all reports/analysts/pundits say AOL will come in as expected. The whisper has been floating around at .24 - which seems possible.
Looking for increased sub growth despite price hike, lower churn rates, increased ad revenue and e-commerce contribution. I don't think a split is in the works as of right now...a few more months, who knows.
I'll expect some talk about the business model coming to fruition, sustainable, etc. The brand, ubiquitious AOL, as well as talk about broadband technologies (since everyone likes to talk about it). Oh, probably touch on AOL.COM too.
Big players will probably focus more on subs and business model growth, less on actual eps. Obviously if they see an uptrend, stocks gonna go higher....revise estimates upward, new reits, etc. If this happens we could see AOL back around $150 by end of the year.
Always the optimist,
S. - trying to be a pig |
