AOL, now I get it Message Board

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Technology Stocks : AOL, now I get it

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To: who wrote ()	11/27/1996 8:09:00 AM
From: Azeem Azhar	of 496

AOL is the most popular by far and they do have content. But have turned the corner on subscriber growth? (http://www.economist.com/issue/29-06-96/wb2.gif) Q4 this year will be good, Christmas peak plus a new interface, but MSN is going to be a tough cookie. MSN's pricing is quite attractive for a large group of users. Look: most people spent less than $20 a month on AOL (the average was around $17.50). AOL is going to up that amount: they have to, they need to pay content providers. MSN is less hamstrung-and they are prepared to lose $400m a year . . . Anyone else picked up on the Disney/AOL rumours?

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