Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Ed Forrest who wrote (26169)	7/21/1999 11:37:00 AM
From: John Carpenter	Read Replies (2) \| Respond to of 41369

I hope that the Board will ask shareholder's permission to increase the number of authorized shares to enable a 2 for 1 stock split.

To: Ed Forrest who wrote (26169)	7/21/1999 1:34:00 PM
From: Steve Robinett	Read Replies (1) \| Respond to of 41369

Ed, You comment to Hector, The key for AOL is the number of new subscribers and revenues, especially from E-commerce and advertising. I couldn't agree more. Last quarter, for the first time, the percentage of revenue contributed by E-commerce and advertising actually grew, moving to about 20%. Previously, "other income" had come out about the same percentage of total revenues quarter after quarter, meaning AOL could only grow by adding subscribers but last quarter that high margin "other income" went up. Personally, I would like to see E-commerce and advertising amount to between 20-25% of the total. AOL always fiddles the presentation of the number by saying advertising and E-commerce grew some enormous percentage, but, to repeat, the more important number is advertising and E-commerce as a percent of total revenues, an indicator of future growth above mere linear subscriber growth. Best, --Steve