>> Most like it and consider it "premium content" enough to pay "premium dollars" to belong to it.
But there is NO premium content!!! only premium fee, hello
>>As for low cost, AOL has Compuserve at 9.95 to go against MSN at 11.95
Compuserve @ 9.95 is only good for 20 hours/month access, monthly unlimited is @ 19.95.
>>The only facts I have to back up my statements are the 17 million AOL users.
Yes, that is true. but subscriber rate may not keep pace with previous quarter/year, due to bundled deals offered by various PC makers and retailers, Dell offers Dellnet for 12 months free, Gateway has gateway.net 12 months free, Compaq owns part of AltaVista which offer free access with banner however, Micro Center, Best Buy, Circuit City, Compusa offers either prodigy, MSN or Compuserve for $400 rebate, these are recent phenomenum and not likely to disappear,
the pool of new subscribers are being "attacked" by all players,something has to give, isp margins are falling, whether the gain in AOL ecommerce volume and margin can make up for the deficit remains to be seen, I doubt it, at least the final combined growth will be slowed.
I am not saying AOL stock will drop off the cliff from here, since it has already taken quite a fall, my guess is that it will remain flat until a clearer picture emerges.
>>AOL's revenue streams are changing. E-commerce and advertising will soon be over 50% of their income and eventually be the majority of their revenue.
The key word maybe eventually, I interpret your view as ST neutral, LT Strong Buy. no? I am watching from the sideline, not just for AOL, the market in general. |
