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Technology Stocks : America On-Line: will it survive ...?
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To: jack rand who wrote (1999)2/28/1997 12:01:00 AM
From: jack rand   of 13594
 
This one I love.

Techwire reports that at the Robertson Stephens tech conference yesterday CFO Leader said "AOL should have a market cap of $6
billion, or $60 a share, based on a calculation that valued each subscriber at $400, the $1 billion value of the company's infrastructure, and taking into account the value of advertising and other revenue streams."

techweb.com

1) $400 sub value implies average life of 20 months at $20/mo.
That's HALF what AOL was claiming nine months ago.

2) $1b value on infrastructure. Hmmmm. Only $112m plant and equipment
on the balance sheet. Everything's leased. That's like living in
a rented house and telling a bank you should be able to use it as
collateral.

3) The same day Solly said $80, AOL's CFO said $60.
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