America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: gpowell who wrote (36130)	12/29/1999 9:50:00 PM
From: Joe S Pack	Read Replies (3) of 41369

gpowell, AOL's growth is slowing - therefore the high valuations will be unsustainable. Would you like to enlighten us with some numbers to back your conclusion? It will at some point, but this thread would like to see whether you made this conclusion based on some numbers(statistics) or it is your own wish. Obviously the effect of large number will be factor. You cannot compare ocmpany that has 1 M subscribers and signes 100,000 subuscriber to the one with 20M. But with large numbers even a moderate increase will be great as they can be leveraged to its advantage when it comes to advertishment and e-commerce. Taht is why leaders will keep leading as long as the management is vigilant, smart and active. If earnings show a reversal in the trend towards slower growth, all bets are off. Sure! If that happens and if it falls out of favour with Wallstreet and if the management sleeps, then we will reach that state. But to see all these three conditions become true it will take a few quarters and if that happens individuals like us will not be the first one to know IMHO. Thanks in advance, -Nat

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