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Technology Stocks : America On-Line: will it survive ...?

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To: Todd Daniels who wrote (2994)5/5/1997 9:16:00 PM
From: Michael Strope   of 13594
 
Hi Todd,

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

Do you really believe that there is no more add revenue to be had? That what they have now in ad revs is all their ever gonna get? Hmmm maybe that's the difference between short thinking and long thinking. I bellieve that this quarter's numbers are not only sustainable but can be beat...These add things can really start to feed off of each other if people start spending more time on-line. I realize that there is a down side and risk that none of this might happen but there's risk in everything we do. People are always wondering whether a company can sustain growth...it's nothing new that's the stock market.

Now your other point about the FCC *is* news to me and I can see that as having potential problems for the entire internet and telecomm industry. I will watch for that this week and hope for the best...I've seen the results of too much regulation in the environmental arena and wouldn't particularly like it (extra costs) on my phone bill. Thanks for the tip.

cya,

Mike
O¨O
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