SI
SI
discoversearch

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 ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Hawk who wrote (8066)2/21/1998 2:09:00 PM
From: Brent D. Beal   of 13594
 
Just some thoughts:

1) part of the increase in time is due to the advertising--waiting for all that junk to download is a pain in the ass and the more of it there is, the longer people are going to be online. . .

2) regardless of any rational fundamental analysis, this stock is just going to keep going up as long as the fantasy of AOL actually making some real money is still viable--a nice flattening out of subscriber growth coupled with a margin squeeze might do it, but then you never know. . . What is for certain is that sentiment will change and given that fact that this company has terrible fundamentals, the results will be ugly. I've been predicting doom for nearly 6 months, though, and I've been surprised that AOL has held on this far, so who knows how long this may last. If I remember right, the famous tulip craze lasted for nearly 2 years. . .
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext