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Technology Stocks : America On-Line: will it survive ...?
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To: Harry Larson who wrote (1794)2/21/1997 11:23:00 AM
From: Joel Sternberg   of 13594
 
>AOL vs. CSRV millions except ratios and per share amounts 10Q CSRV AOL 01/31/97 12/30/96
Price/Sales Ratio (on 4x current Q sales) 1 2 Current Assets/ 3.27 0.61 Current Debt Working Capital
$270 ($193) Property & Equip,net $366 $112 Shareholder Equity $670 $ 38 Per Share $7.23 $0.41
Cash+st investments $176 $130 Per Share $1.90 $1.38 EBITDA/share* $0.06 ($0.67) FREE Cash
Flow/shr* ($0.37) ($2.18) *excluding non-recurring items except AOL $24m refund charge (AOL booked
associated revenue above the line)<

I hate to bring up buyouts since it is usually a topic for naive investors looking to be rescued from their poor investment decisions, BUT: Does anyone know how seamlessly Compuserve's network would fit with MSN or some other large web-based competitor. Many people have commented that they do not believe that MSN would not have to buy out another company to bulk up its membership roles, but if they chose to, I am curious how well Compuserve would fit. From past threads, it is apparent that AOL has neither the network nor the valuation to make it a compeling buyout candidate. What ISP's and other providers would provide a compeling buyout candidate for a deep-pocketed provider looking to build bulk at the right price?
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