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Technology Stocks : America On-Line: will it survive ...?
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To: Tim Kenney who wrote (4943)10/3/1997 6:21:00 PM
From: jack rand   of 13594
 
>>same old idiots

I saw only ANALysts, not institutions. Are we talking the same DJN
thing?

Anyway what I saw was rehash of oooold news. Not a hint about wherabouts of the huge flood of commerce deals that were supposed to follow, but haven't yet. And all the yabber about "seasonal" slowdowns and upticks for AOL advertising forgets that much of AOL's ad revenue to-date has been pre-sold at locked in rates for the next three years.

There was even the old folderol about "controlling expenses by leveraging off of their fixed network investments" despite that just two weeks ago the same clowns were gushing about how what a great load off it is that AOL is getting out of the networking biz by selling ANS.

Among the best was:

"Nesbitt Burns Securities Inc. analyst Abhishek Gami projected America
Online earned 11 cents a share in its fiscal first quarter ended Sept. 30, compared with 9 cents on an operating basis in the fourth quarter. The company earned 17 cents a share, excluding writeoffs in last year's first quarter, although that figure was calculated under a different accounting method and is not comparable."

Until Q1 last year sameo and co were only too anxious to sing the praises of "earnings" under the now "not comparable different accounting method" (deferral of marketing expense).
BTW, $0.11 is $0.01 below consensus.
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