America On-Line: will it survive ...? Message Board

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Technology Stocks : America On-Line: will it survive ...?

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To: LordDarley who wrote (2270)	3/7/1997 8:42:00 PM
From: jack rand	of 13594

Interesting comparison: Intuit has 7 million users of Quicken and TurboTax. It has big plans to attempt to leverage that base to sale of financial products such as insurance, which have just begun. Its financials are in AOL's dreams. $10.45/share cash+shareholder equity (1/2 current share price); quick ratio 2.5, REAL PROFITS and history thereof, etc. etc. Yet it sells at less than one times sales (4 x latest Q sales), and at trading levels of 9/95. When AOL merely announces one scheme or another the stock pops on analysts' and others' instant projections of huge profit in just a few quarters. Yet many of the same folks (including MotelyF) express caution and reservation about INTU's `electronic commerce' plans. biz.yahoo.com Another and perhaps even better comparison is CUC International (CU) which arguably is far better positioned to sell stuff online. Despite that its has had an online service since 1983, it has yet to make a big push. When it does, look out.

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