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: Christopher Grace who wrote (6696)	1/6/1998 7:40:00 PM
From: Keith O'Neill	of 13594

AOL's future is the Yahoo business model but some serious problems are: Yahoo has a head start and already has more users than AOL, Yahoo's users tend to be literate and have a higher advertising value and no hand holding cost, AOL has hit the saturation point of sending spam through a phone line, AOL doesn't even have a significant presence on the Internet, AOL's market capitalization is 3 times Yahoo yet many people see Yahoo as overvalued making AOL at least 3 times so. I don't think AOL won the war against Bill Gates, he just decided to stop investing in a business model that can't make money and into one that will. The Internet will become available as a utility like cable TV sooner than AOL will make profit that justifies its price. I think the analyst that said AOL is a prime buy out candidate should be checked into drug rehab. AOL has done a great service bringing the masses to the online world and educating people in things like how to operate a mouse, but in the end AOL is plowing and planting crops for Bill Gates and others to harvest.

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