Join stock club--Tang Fund Message Board

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Strategies & Market Trends : Join stock club--Tang Fund

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To: Arthur Tang who wrote (114)	1/21/2000 2:34:00 PM
From: Arthur Tang	of 145

What is the play on the AOL and Time Warner merger? Why Tang fund still recommends a strong buy? Both companies are subscription revenue service companies. Time Warner gets $60/month per subscriber. AOL gets $22/ subscriber. Using AOL portal, Time Warner can increase the fee to $100/month per cable subscriber. Time Warner has to purchase a small manufacturer to produce millions of cable modems. Total cable modem just for Time Warner will be $1 billion revenue over the life of the first cable modem design. All of AOL and Time Warner's other business are all gravy. They are there to support the subscription business. They have to add equipment manufacturers to make special equipment for their subscription business to round up all the profit centers they could muster. Franchise or monopoly whatever you want to call them, that is the business they are building. Time Warner cable, AOL instant messenger service combined to charge more subscription fee for more services.

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