AOL growth rate of membership may not be x2 every year but AOL's
advertisement and e-commerce growth rate may be x3 or x4 for the next
3-5 years and that is what AOL is focusing on.
AOL wants to have high % of its revenue from e-commerce and adv., low
% are from the membership fee.
AOL wants to lay the eyeball foundation as big as it can get, AOL
wants the largest internet market shares in the world as soon as
it can get through compuserve, icp, netcenter, and through alliance in ASIA, Europe,
South America ...
If I want to achieve the largest exposure through my internet ads $, who should I
consider? AOL, of course, why? because it has the
largest eyeball audience! That is why FirstUSA renewed its
partnership with AOL lately for $500 millions.
Do I worry AOL's membership growth rate? Not really, why? because
AOL's management is a smart bunch, they just sent a second layer of
CDs from compuserve lately to carpet my neighborhood, I haven't
received anyone else's, I like that attitude very much, because
AOL still acts like a small business, very alert! very aware of
other's attack! The management acts like a bunch of young and hungry people,
I like that! because only hungry people will act aggressively in seeking food!
Only young people has never ending dream!
AOL has the muscle, AOL has the eyeball counts, AOL has the money, but
AOL still acts like a small business!
The day AOL acts like MSFT, ATT, IBM, is the day I should bail out!
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