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: Pruguy who wrote (13242)	12/28/1998 12:55:00 PM
From: manohar kanuri	of 13594

Thanks for putting the p/e in perspective vis-a-vis cable etc. I'm not less nervous now, but it's vaguely comforting to know there is some shred of method to the madness. While justifying wild valuations it can't hurt to keep in mind that unlike TCI or any of the cables, AOL is not restricted by geography - subscribers in Europe, LatAm, Asia etc. can sign up and find true love in their mailbox too. (I'm assuming that 30mm AOL users by 2004 is for the US market.) Of course, if we use global numbers as the base to project subscriber growth and value those subscribers on the basis of what T paid for TCI, AOL shareholders could soon be lending money to the Fed whenever it needs to bail out a country or a crippled fund! mano

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