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Technology Stocks : America On-Line: will it survive ...?
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To: Michael Strope who wrote (2992)5/5/1997 7:37:00 PM
From: Todd Daniels   of 13594
 
>Looking under every stone for some kind of conspriacy.

No conspiracy. But you don't have to look under a stone to
find *at least* $0.25/share in charges taken below the line
in Q2 for expenses actually paid in Q3; nor for revenue booked
above the line in Q3 refunds against which were charged in Q2;
or what some say are upwards of $25m `ad-electronic commerce'
revenues that are one-time for set-up of `custom areas'
e.g. Tel Save, etc.

Just question of how sustainable are things.

AOL spent $57m less on marketing in Q3 than Q2 or just $3m
less than `ad/commerce rev; and gross margins declined again.

At issue is as they ramp up marketing again how much other
rev can grow to compensate.

Then there's possible impact of the FCC regs on access lines etc.
to be announced Wednesday. Not just on operations but on competitiveness of long distance resellers like Tel-Save.
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