America On-Line: will it survive ...? Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Zoltan! who wrote (683)	11/23/1996 7:41:00 AM
From: Brian K Crawford	of 13594

<< Now if (formerly) profitable heavy users opt for unltd and others stay with 9.95 or 4.95 that means deeper red ink - AOL did not wage and lose another PR battle without a reason. So why the 4 pt pop on such negative news?>> Don't forget the timed charges kick in after 3 hours on the $4.95 deal and after 10 hours on the $9.95 deal. However, my guess is the main reason for the +4 pop is short covering on the CSRV news. The most visible, long-standing, well-funded competitor that is out in the market offering proprietary on-line service just threw in the towel on the consumer side of the business. So it's now ISP's (including RBOCs and AT&T) and MSN. And ~maybe~ Disney. The earlier comment about the family with kids market going to Disney definitely.... I must definitely take issue with. That was the market WOW! was after, right? A lot of adults won't be moving their Net access relationship just for the family 2-10 year old, and the 11+ market prefers adult fare anyway, IMO. That's my survey of 1. Anybody else want to weigh in...? Good investing to all. Brian

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next