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Strategies & Market Trends : The picks
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To: John J H Kim who wrote (3650)2/3/1997 6:57:00 AM
From: Andrew Vance   of 6124
 
*AV*--CSRV

I have looked at CSRV and am concerned about it relative to AOL.
Everything I have seen to date indicates that even though AOL has
this access debacle (recent suit and compliants), they may have turned
a corner on profitability with their massive plan to attract customers.
Actually, with the huge write offs they took recently, they may have
wiped their corporate slate clean and have no more skeletons or gotchas.
New accounting principles were adopted and the way they recognized
revenues and/or treated subscriber costs (recognized them) were
changed.

They people I talk to seem to beleive the 3 way race (interesting list)
between AOL, CSRV, and NETC will end in exactly that order. I do
not think NETC is going down the tubes as was suggested so I guess
one has to assume there is some issues with the CSRV comments made.

My investments will be NSCP and NETC in the internet arena. NSCP has
almost brought a 10% return from its drop to the 35s. This stock is
off dramatically from a month ago. It has done this numerous times and
what makes this really astounding is that they reported a real hefty
profit just recently. No more promises but actual revenue $$$$.

Thanks for the information but I already have my two racehorses for
the Internet, for better or worse. Good luck with CSRV.
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