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Technology Stocks : AOL, now I get it
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To: Art Stone who wrote (224)12/16/1996 4:49:00 PM
From: yard_man   of 496
 
Art

I read the whole 10-Q. I haven't purposefully tried to mislead anyone.
I think AOL's overvalued at these levels. I threw the 11% out there because advertising was less. How much less I didn't know, but it is clear that this is where AOL claims the fatter margins are, not the subcriber base. Don't know if this means they are expecting to loose on the flat rate pricing. Of course (IMHO) growing the subscriber in a huge way is the only way that more advertising revenues are going to show up.

Your last comment touches something I've been generally trying to get a handle on. What infrastructure does this company really have and what would it be worth to potential suitors?
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