America On-Line: will it survive ...? Message Board

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

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To: Paul Merriwether who wrote (8729)	3/10/1998 11:01:00 AM
From: Yikes	Read Replies (1) of 13594

The difference between AOL and Yahoo, is that Yahoo has over 50 million users world wide and AOL has only 15 million. Have you looked at Yahoo lately? I mean, not as a search engine, but look at its content. It can draw you a map to your house, give you dedicated pages to current events, online chat room, and etc. AOL cannot compete. Period. Nobody is leaving Yahoo because it is FREE. Everyone is looking to leave AOL because its service is poor. I submit that AOL stock is now ridding on the coat tail of Yahoo. People who buy into Internet stocks buy AOL blindly along with Yahoo. But this quarter, I foreseea sudden slow down in AOL subscriber growth. Maybe even a decrease in "actual" subscriber base. (Those who decides to leave AOL now for MCI probably still counted as AOL users by AOL in this quarter.) When the subscriber decline is apparent, it will not be a 5 point drop, but a 15+ point drop in one day. Probably due to a earnings warning followed by several downgrades from analysts. Be smart, move your profit to CPQ or INTC while you can.

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