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Technology Stocks : America On-Line (AOL)
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To: RocketMan who wrote (7748)3/25/1999 3:33:00 AM
From: Arik T.G.  Read Replies (1) of 41369
 
RocketMan,

>>You are missing two major factors: (1) international growth, and (2) a shift from subsriber-based revenue to advertising, partnerships, and other sources.

No I did not. In my simple arithmetic exercise I doubled revenues per subscriber to count for increased "other" revenues.
As to international growth - Do you mean Canada and Mexico?

>>But if you want to value AOL strictly on U.S. subscriber revenue, you are right.

I challenge you to find in any of the most bullish analysts' recommendations a future, even far future, EBITDA number greater then $10B.

ATG
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