MindSpring Enterprises (MSPG) Another ISP. Message Board

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Technology Stocks : MindSpring Enterprises (MSPG) Another ISP.

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To: UGA who wrote (250)	6/25/1998 4:54:00 PM
From: Oeconomicus	Read Replies (2) of 1434

UGA, the problems with comparing this to YHOO are 1) yahoo is a concept stock with no real basis for judging what the potential is for advertising revenue and any other revenue source they may dream up, 2) yahoo is seen as THE "brand leader" of portals and this crazy market is full of people who think that makes it a Buffett value play like Coke. MindSpring is a communications services company, not a complicated concept with no basis for comparison, and AOL is widely viewed as the ISP "brand leader". MindSpring does appear to be the profit leader, but concept stock buyers and mo mo investors don't care about that. Can it go materially higher? Not on any fundamental basis in the near term, IMO, but whether it can probably depends more on how close we are to then end of the speculative bubble in the market. How much are you willing to pay for a bunch of 28.8 modems (OK, a few 56k, but I can never get one), a customer service team and a bunch of $19.95/mo. subscribers, especially with access technology changing so rapidly? Bob

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