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Technology Stocks : America On-Line: will it survive ...?
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To: Gary Korn who wrote (9026)3/25/1998 9:19:00 AM
From: Mr. Miller   of 13594
 
Looks like pretty lofty expectations for a no-name company. I do not see ad dollars supporting their balance sheet until they get subscribers which will not flock to Tritium. Getting free access to the internet would be nice though.

Had been playing the smaller internets, but I am increasingly becoming convinced that AOL is not going down. Why should it? They need to improve their service, but I think when you are that big, you are going to have problems that a pathetic MSPG won't, yet. AOL is concentrating on fixing these problems, and rightly so. With their growth, it will only get worse if they don't fix it now.

I agree that that P/E is astronomical, but I won't short it. Not in an environment where you have a strong economy, low inflation, and exceptional PC sales allowing more people the opportunity to gain access to the internet. In the US alone, over 90 million houses have PCs, but only about 25 million are hooked up to the internet. With AOL getting into China, where owning a PC is number three on the list of must things to have(way ahead of a car), that potential market is huge.

Too many benefits outweigh the risk for AOL investing right now. Congrats to those who have sifted through the short-sellers pitches to have a nice return.

Miller
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