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Technology Stocks : AOL, now I get it
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To: Jinping Shi who wrote (112)11/27/1996 4:45:00 PM
From: Art Stone   of 496
 
<< Jamie Kiggen of Cowen said that AOL his investment thesis rests upon the belief that investors will increasingly recognize its ability to sustain subscriber growth, increase its non-subscription revenues, become cash-flow positive and achieve profitability over the next few quarters. >>

You can't "sustain subscriber growth" if you don't have the eqiupment. AOL has only 170,000 modems, and by the end of December will have at least several million unlimited usage customers. AOL won't have enough installed equpment to support its current customer base (and warned its customers in the letter mailed to inform them about the pricing change), let alone support any new "growth" for some time to come.

Just ask Jim Bakker what happens when you promise people things, take their money up front, and then can't deliver the product.
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