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Technology Stocks : AMERica on-Line, Another over valued company?
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To: Richard Query who wrote (199)8/9/1996 5:06:00 PM
From: Zoltan!   of 222
 
How's this just in from WSJ:

''Conversion from trial (use) has declined markedly,'' said Cowen & Co. analyst Jeff Goverman in a research note. He notes that the costs associated with subscribers not converting have contributed to the increase in the gross marketing cost of a net new subscriber to an estimated $240 in June from $67 a year ago."

$240 per net new subscriber! And acquisition costs are dramatically accelerating. Less and less bang, err pop, for the marketing buck.

But apparently as long as they can continue to account the bulk of marketing costs as "deferred" and list them as an asset, they can continue to report "profits".

All the while they are actually losing money, of course.

Regards
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