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Technology Stocks : America On-Line: will it survive ...?
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To: LordDarley who wrote (2007)2/27/1997 11:52:00 PM
From: jack rand   of 13594
 
>Jack, the next time someone offer you $100m upfront and (a) allows
>you to pay it back with commissions and (b) gives you 20% of their
>company to boot, be sure to turn the offer down. They are out to
>screw you. Shrewd judgment on your part.

a) As you agreed previously, the $100m is a LOAN.

b) AOL's bogey to exercise the warrants is very high -- and
assumes TALK is at least $14 at that time and that AOL.

c) Re-read my post. TALK can manipulate its profits to screw
AOL whilst building TALK's assets. Where else is AOL gonna
go? Do you think TALK was first choice of Steve `best of breed'
Case? Nobody ever heard of it before Tuesday, despite that its
been around since 1989. All of a sudden the AOL bulls are
declaring it the new MCI.

Could AOL make money on the deal? Maybe. But it won't begin
selling beyond beta until Oct-Nov at earliest. So decent read
won't be possible until Q2 '98 results -- two lifetimes away in
this business and market.
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