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To: Chuzzlewit who wrote (412)	3/8/2000 5:02:00 PM
From: Steve Robinett	Read Replies (1) of 419

--Cool Here you are over on this thread filling poor Chuzzlewit's ear with your faulty facts. I told you over on the AOL thread to mind you Ps and 10-Qs. According to AOL's 10-Q, there LT debt is not $341 million but $1.8 billion. TWX's LT debt is not 14 billion but $17 billion. Also, you claim Case & Levin claimed a 30% bottom line growth going forward. Wrong again. They suggested 30% EBIDT, a measure often used with high debt companies. After all the debt service on nearly $20 billion will knock a hole in the actual bottom line. Factual and arithmetic errors aside, Chuzz is right that you have to hope the synergies work. My question is what synergies? Also, let me turn the situation on its head a minute to illustrate an important point. If Time-Warner had invented and developed AOL, they would now be spinning it off as an internet tracking stock to capture its value! Best --Steve

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