unless AOL figures out a way to develop content...Content is the key to success.
Tim, your saying AOL has no content? Maybe you need to dig out one of those promo disks and load it up on your pc. Spend a few weeks digging through all the content, and then get back to this thread. Maybe Media Metrix screws with their statistical analysis too on page views..
On subs, I don't believe any of AOL sub numbers.
To be frank, who cares if you believe them or not? As long as the big boys and advertisers are in the know, that is what moves the wheels. It amazes me when bears bring this up all the time, without fail. For all the companies that advertise with AOL, with all their MBA's, CEO's, CPA's, lawyers, analysts, etc. etc. every single one of them down the line must be a dope. Because, you see, they actually believe in the sub numbers. Maybe it has to do with those non-disclosure agreements...
After reading through your posts, it amazed me that your are short AOL (you are, aren't you?). For one, your a former finance prof. Second, you go off talking about momentum investing. Well, if you wanna step in front of a speeding train, avg. your short position, and take the logic that someday, somewhere, somehow, AOL will drop like a stone - by all means you are entitled. Believe me, when I see AOL take the downturn on some significant volume, I'll close out and take my $$$$.
S. |
