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Technology Stocks : America On-Line: will it survive ...?
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To: LordDarley who wrote (1428)2/4/1997 9:18:00 AM
From: (Bob) Zumbrunnen   of 13594
 
Don't you think that the AOL spin doctors would be able to explain
away a system crash as part of the investment which customers need to make

You're absolutely correct on this one. They've already demonstrated this when they had a crash one or two weeks ago, and managed to spin it in such a way that the message Joe Average got was that they were upgrading the system *now* and the added capacity was just around the corner. What I gathered from the news release was that they obviously don't have the redundancy required to prevent a single card from taking out a bunch of their system. Nor can they possibly afford to get this redundancy now.

The primary negative thing I see about my puts is that I had underestimated their spin capabilities. Everything else seems to be falling in place correctly, though.
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