America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: JS who wrote (37239)	1/11/2000 3:00:00 PM
From: Joe S Pack	Read Replies (2) of 41369

JS: I echo your sentiment. I don't like the deal for the following reasons. 1) AOL paid too much for TWX. TWX has lot of debt plus it has part of the business which is getting outdated and is in a slow growth rate. I would have been happy had they made 1 for 1 (or 1 for 1.25) stock deal. 2) Why this week? Why not after this earnings cycle? Why not in Feb. time frame? 3) AOL's anywhere strategy cannot be completed with this deal alone. TWX covers only 20M subscribers base. Though they have DirectTV, and other wireless ventures they cannot cover the rest of the country. So they need to make more deal or buy out which IMHO may further dilute the share. 4) AOL's deal will have far reaching effect on B2C internet stocks. I think deflation of bubble has already been triggered by AOL, the undisputed leader of B2C. It may be a good stock in the long run but my for another few months all our hopes have been shattered. No more 100s, no more splits, no more daily gyrations, and no more internet valuation. There will be more regulatory hurdles, there will be more open access mess, there will be more merger issues, and so on. Have I sold my shares yet. No. -Nat

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