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: IKM who wrote (5178)10/23/1997 2:06:00 PM
From: Scott Smith  Read Replies (5) of 13594
 
Why does everyone think that AOL is so expensive?? It trades at less than 3X 1998 revenues, compared to YHOO which trades at 23X revenues - even if we just look at AOL's commerce revenues, it trades at half of YHOO's multiple, implying that the entire network business is worthless - yet AOL still has 8-9M people paying $20/mo!! - with the proliferation of all these cheap PCs, AOL's sub #s could skyrocket. - even NSCP trades at 4x 1998 revenue estimates
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext