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Technology Stocks : America On-Line: will it survive ...?
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To: Sam who wrote (6304)12/10/1997 11:02:00 AM
From: jack rand  Read Replies (1) of 13594
 
>>Subscriber numbers drive advertising revenues

Subscriber numbers now are secondary for AOL's outlook.
See Reply 6173.

And, BTW, where's the beef? AOL's announced deal flow has
slowed dramatically. Unaccrued ad revenue as of 09/30 was $224m,
which AOL invstment banker BA/RS says has average life of
three years, or just $20 million per quarter.

Also note, SCase still says "comfortable with $0.75-$0.85 for
FY98" but Street consensus is $0.91.
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