SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line: will it survive ...?
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: James F. Hopkins who wrote (3574)6/25/1997 6:04:00 AM
From: steve lipson   of 13594
 
Jim, I read your post and didn't get a strong sense that what
you see coming is a death struggle that kills off both AOL and CNET.

>one hell of a plan..my goodness I never saw it coming but I do now...
AOL won't have a prayer when she starts cutting lose..Intel's going
to furnish CNET with whatever it takes...<

As for the litany of one-product software cos. that went into horrendous
tailspins -- Borland, and Novel, and AshtonTate , and Lotus -- you must
allow that they all faced a marketing challenge that is quite different
from AOL's in that they could sell to their customrs one time, and then
perhaps realize some upgrade revenue.

And finally, speaking of insider trading, one of the key bearish indicators
that co. execs think things might go from bad to worse with no end in sight
is if they sell when a stock is trading near a low. Does anyone have some
comparative figures they'd like to post on what AOL insider sales were
back when the stock was in the 20s and low 30s recently.

Again, my take on the insider sales trends is that the numbers seem awfully
tame, and, frankly, I'd be worried about how much sense management had if
they weren't making some periodic sales when the stock price was up.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News