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Technology Stocks : America On-Line: will it survive ...?

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To: Todd Daniels who wrote (8067)2/21/1998 1:50:00 PM
From: Pancho Villa  Read Replies (1) of 13594
 
Todd: Excellent points particularly the second one shows you follow what is going on at a much greater level of detail than I. the stuff I picked up even a blind man can pick. That is why I highly suspect that a lot of investment professionals don't put much time into reading 10Q's,at the very least they have not gotten around to reading AOL's latest 10Q yet. I hope they are reading our stuff.

IMO the ad/commerce revenue model will be a big failure. Just one note:you are referring to AOL's fiscal 98 year (7/97-6/98) when you number the quarters I was using calendar. Just a note for our readers.

Pancho
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