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Technology Stocks : America On-Line: will it survive ...?
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To: steve lipson who wrote (5750)11/11/1997 1:57:00 PM
From: Todd Daniels  Read Replies (1) of 13594
 
>>whether the people complaining matter to the world of online
>>commerce. The figures in the Seidman article suggest that
>>at present these people most certainly do not.

Maybe. But what's troubling are the quality of companies with
whom AOL has been doing most of its deals. In the main they are
vastly unprofitable Internet outfits, some of whom must do IPOs
or secondaries even to make the first payment; and whose staying
power until the second or third year payments are due is dicey.

Basically, AOL picked the low-hanging fruit back in the summer;
and folks extrapolated wildly based upon that small set of
data points. Deal flow of late makes even $0.89 FY98 less than
a slam dunk; and makes $1.61 FY99 (which is what the stock is
trading on) really hairy.

Cowen or somebody should hire Jesse Jackson as an AOL analyst.
"Keep hope alive!"
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