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Technology Stocks : America On-Line (AOL)
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To: SecularBull who wrote (36925)1/10/2000 3:28:00 PM
From: RocketMan  Read Replies (3) of 41369
 
AOL currently has around 20M paying subs, which accounts for maybe 70-80%% of revs, the rest being e-commerce (I'm a bit dated on the nunbers). So AOL's growth curve was already limited by a saturation of the paid ISP market and the proliferation of e-commerce sites. What is needed is a paradigm shift, where AOL can begin tapping into the new type of services provided by e-commerce through interactive TV and mobile devices. IMHO this is the reason for the merger. AOL's internet presence combined with TWXs cable and media properties and content. It may confuse a lot of folks right now, it may disappoint AOL investors who were complacent with AOL plodding along growing their earnings forever the same old way. But in this business if you stand still you get run over. IMHO this is the smartest thing AOL ever did, even if it provides softness on the stock price for a while. What I did is add to my AOL holding by buying a TWX Jan 02 leap, by that time things will have been figured out.

BWDIK
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