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: grogger who wrote (86)8/28/1996 11:39:00 PM
From: Johnathan R. Bowden   of 13594
 
You raise some good points, but consider this:
1) I predict (ha!) that AOL will have extreme difficulty in attracting 10m subscribers. Their gain in subscriber signups are being offset by defections to the ISP's. My brother-in-law just bought his first computer, a 166MHZ Dell and just signed up to AOL. I give him 3 months before he leaves for an ISP.
2) Do you know how thick my stack is of unopened "Free 15 hrs on AOL" disks? about 3inches and growing! I wager that costs them some money....defered for 24 months. My mother-in-law now gets AOL freebies, and she hardly knows the difference between a Mac and Win95 (MacOS is better), much less own a computer to signup on.
3) A stock price valuation is based on earnings and projected growth. They need to say 10-15m users in the next 2 years, otherwise the bottom will fall out of their stock price. Remember, their earnings are a sham, and they should've reported a 60m loss (rough number) for last quarter.
But you are right, time will tell...

Regards, John
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