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Strategies & Market Trends : Z Best Place to Talk Stocks

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To: Joe Stocks who wrote (38535)	2/19/2002 1:23:40 PM
From: American Spirit	Read Replies (1) of 53068

AOL - You ignore 12 billion in liquid investment assets. I see only 20 billion longterm debt. Your biggest omission is in the intangible value of name brands and copyrights. The world's largest media company has more value there than perhaps any other company in the world. What, for instance is the copyright value of LORD OF THE RINGS worth? Well, they don't pocket it all but the trilogy and all the ancillaries will probably gross about 10 billion. That's just one piece of a huge library of value. It's the largest content library in the world. As for cash, you also ignore cash-flow, which is extremely healthy with Warner Brothers and the AOL ISP divisions. They also dominate in cable TV and get a big chunk of that $45 a month many of us pay. HBO is also a very healthy division. Basically they dominate nearly every facet of world media as much as any conglomerate can. Clearly, AOL was overvalued a few months ago. But at this price it's a very good long-term hold without muck risk. The whole market is edgy now so everything seems unsafe but I would feel confident buying here and holding.

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