Thom,
Any single company that has over 7,000,000 customers subscribing to their services would be one that should be considered for acquistion by a long-distance company. This acquistion would bring under that company complete ISP provisioning equipment, software, engineers, etc. That company would have over 7,000,000 potiential customers for their long-distance service (short those that already used that company for their LD service). If we were to say that 50% of the customers switched their LD service to the acquiring company and on avg they spent $25.00/month on LD service. That would be $1,050,000,000.00 (just over 1 billion) per year.
That income is in addition to the ISP income comming from the AOL service itself.
Given that the AOL cap is currently about 3 billion dollars, even with a premium that would bring the cost up to about 4-5 billion dollars it is a company that looks good for being bought.
al |