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: Jorge who wrote (13023)	12/24/1998 12:57:00 AM
From: Dan Woodbury	Read Replies (1) of 13594

Jorge said about AOL growth: I'm thinking several hundred percent per year for 2-4 years anyway, then I'm not sure after that... First, such growth would puts AOL's value at 200B to 800B in 2-4 years. If AOL's market cap ever exceeds that of General Electric than I will know that the Apocalypse is near. Second, while I see AOL as being a very forminable competitor to Microsoft in the internet media market (ie e-mail, web hosting, e-commerce...) don't forget that Microsoft has 2 monopolies/cash cows that AOL can never reproduce. One is the Windows OS and the other is Microsoft Office. Those two products alone generate 10B a year for the Big M and no company has anything that can challenge it. In fact, AOL is pretty much dependent on Microsoft's growth for it to grow. The bottom line is I don't know how AOL or any internet company for that matter will be able to use its bottom line to justify valuations in the tens and hundreds of billions.

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