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Technology Stocks : Internet Guru Discussion

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To: Aljorma who wrote (242)2/22/1999 3:11:00 PM
From: steve harmon - analyst  Read Replies (1) of 4337
 
i think of all the internet stocks that aol could be the most "stable." its revenue streams are fairly predictable: access, ads, marketing

think about the 16 million people paying aol $21.95 per month to get a sense here of the kind of revenue aol commands

i also heard it has a marketing-commerce backlog that's sizable, these are firms lining up to pay aol cash to be featured on aol with their goods and services

remember the tel-save deal? the long-distance firm paid aol $100 million to market to aol members

to me there's probably more of those deals coming from other areas, maybe not as big dollar-wise but more of them
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