America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: randmiser who wrote (26007)	7/19/1999 2:37:00 PM
From: Dr. David Gleitman	Read Replies (2) of 41369

there appears to be a generalized malaise in the marketplace, at least were AOL is concerned (also DELL?). My concern, which was brought out in earlier posts today, relates to the question of how AOL's bottom-line will be affected by free ISP service and the giveaway of PCs. It seems to me that this to take out a substantial chunk of revenue out of the subscription rate revenues (a free computer given by micron in exchange for three years of Internet service still comes out to represent a substantial cost for the computer manufacturer, even after amortizing it over a three-year period). Does anyone have an opinion regarding how this might affect earnings. What percentage of overall earnings are the result of subscriptions as opposed to advertising and other forms of revenue? Still long on AOL. David

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