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Technology Stocks : America On-Line: will it survive ...?
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To: steve lipson who wrote (4825)9/17/1997 4:57:00 PM
From: Todd Daniels   of 13594
 
>>But Todd, you were the one who convinced me that any economies of
>>scale will have to come from SG&A or other places, because the
>>last place AOL was going to find any meaningful EPS was through
>>economies of operating the network

I wasn't saying otherwise, but pointing out that the deal and the Street's huzzahs about it ANS-wise are de facto recognition of that.

Or to be cynical, that it's demonstration of classic story stock
spinmeistering by all. In this case what yesterday was `jewel' in AOL's empire today is rightly sold off at half the value ascribed
to it. Or, more generally, any move is brilliant unless immediately it's blantantly obvious that it isn't.

BTW, as you'll recall AOL's original objective was to get all of CSRV, gaining its lucrative daytime business traffic to improve the economics of AOLnet.

>>In any case, keep up the good work, the analysis you have been
>>contributing to this board is exceptionally high quality.

Thanx much. But know that flattery will get you nowhere. Only capitulation -:)
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