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

To: JayPC who wrote (35414)	12/14/1999 11:25:00 PM
From: TARADO96	Read Replies (1) \| Respond to of 41369

Jay, Don't be offended. I don't think CGarcia had you in mind when he posted that. Good luck, John

To: JayPC who wrote (35414)	12/15/1999 11:31:00 AM
From: yellowfintuna	Read Replies (2) \| Respond to of 41369

AOL derives 67% of its revenue form subscriptions and 23.9% from e-commerse and ad revenue, BB subscription fees account for only 34% of ATHM's total revenue (courtesy of gpowell on the @HOME board). Seems pretty obvious its the advertising that will drive the free access. In fact, Advertising and Ecommerce is a much bigger part of Excite@Home than it is for AOL. <b/> This just doesn't make sense. We should all check the business models ourselves before we make up our minds. Advertisng and e-commerce is a function of the # of subscribers. ATHm has almost no advertising and e-commerce revenue.. that's why they bought excite to get some. I don't know where they are getting their money other then from subscriptions.I wouldn't beleieve anybody's numbers without checking them out myself. (shame on all us.)