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To: Wizard who wrote (72394)8/6/1999 4:21:00 PM
From: Eric Wells  Read Replies (3) | Respond to of 164684
 
Wizard - thanks for your analysis. It does shed light on your statements concerning higher margin for advertising revenue.

I still don't feel confident enough to go long AOL - but I must admit that my lack of confidence extends beyond AOL to all stocks that fall in the 'internet category'. I think AOL has a very high PE (130+) for the type of company they are (essentially a pure service company) and for their current market valuation ($90+ billion).

Anyway, best of luck to you with your long position - and thanks for the analysis.
-Eric



To: Wizard who wrote (72394)8/6/1999 8:26:00 PM
From: Victor Lazlo  Read Replies (2) | Respond to of 164684
 
Word on the street has it that many internet advertisers are not renewing agreements. Others are bargaining hard for better terms. Just not paying off.

Everyone I know just blows by the ads- don't even see them.


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