America On-Line: will it survive ...? Message Board

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Technology Stocks : America On-Line: will it survive ...?

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To: Jay8088 who wrote (11303)	9/26/1998 2:59:00 PM
From: Steve Robinett	Read Replies (3) of 13594

Jay, <<I am beginning to think that AOL is the best internet business out there. >> I'm not. Long term, I have problems with the basic concept of AOL, a dialup content provider. Conceptually, broad bandwidth Internet access (cable and DSL are on track to be 25% of Internet access by 2002) give a dialup model problems. Is AOL's content so compelling that people will subscribe to it in addition to a high speed service to deliver it? Does AOL become a giant website, a mall? (As a company--forget valuation--I like Yahoo's future better than AOL's.) Those thoughts are long-term. Short term, AOL is salable to investors as the only brand name Internet service provider and one of the few Internet stocks actually making money (forget about sky-high valuation). My speculations about another 2:1 split come from AOL's EDGAR filing listing the subjects for their annual meeting. One item is an increase in authorized shares from 600 million to 1.2 billion. Also, historically, AOL has previously split twice in one year so they don't have a problem doing that. They would probably like to keep the per share price about $50-60. Best, --Steve

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