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 (2134)	3/4/1997 8:24:00 PM
From: Jinping Shi	of 13594

Hi, all I just want to reiterate my saying long before that AOL's strength or earning source is ad not subscribe fees. Of course this is not new any more. Just saw Alec's question about measuring how successful the new ad strategy can be. I belive two things. One, you do not click on the icon unless it is interesting to you (remember it is there only for 60 sec). This is actually OK if you think what we do to the ad on TV or newspaper. So the new ad model is not worse on this regard. Two, the succeffulness might be measured not for a particular ad hit, but for a strategy overall. Say a company is in charge of ad for 20 products. It should be easy for them to figure out if the new AOL ad model is better than other internet ad model. I think it is difficult to figure out how much this means to the stock price at this time. After it started to fall or to be stable, we will have a better picture. I tend to think BUY when it falls back to 35 or so, to sell if it is too high :-) Have fun. Jinping BTW, at about 10:55am, a block of 350,000 shares were traded. Any idea who sold, who bought?

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