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

To: im a survivor who wrote (37087)1/11/2000 9:25:00 AM
From: linsol  Respond to of 41369
 
you're not the only one. I've been thinking all along how suspiciously quiet all of the big guys were just before this deal. I don't believe it came as such a total surprise.



To: im a survivor who wrote (37087)1/11/2000 9:45:00 AM
From: JayPC  Read Replies (2) | Respond to of 41369
 
Headline you used to see from AOL:

AOL passes 20 Million subscriber mark. Analysts rejoice.

Headline you may now see:

AOL Time Warner hits 1 million Cable subscribers. Spends 40 billion on cable plant upgrades. Reports 4th quarter effect on earnings. Analyst worried.

Headline you used to see.

E-commerce triples in 4th quarter. Analysts Rejoice.

Headline you may now see.

E-commerce triples in 4th quarter, but add revenues from the magazine properties decrease 10% and margins decline. Analysts worried.

Headline you used to see:

AOL sign's marketing agreement with GM. Analysts rejoice.

Headline you may now see:

AOL's internet property signs agreement with GM. Reports ratings of TBS are down.

AOL has many more things that will drag on earnings. It has merged with huge debt. Earnings time for AOL used to be very simple. It was easy to see why the stock should go up %100 in one year. Now the best news from the internet property (and thats all the old AOL has become) can be sidetracked from the worst news from the media property.

Obviosly the headlines can work both ways. But when the media properties show good news, expect media property type increase in share price.

Regards
Jay



To: im a survivor who wrote (37087)1/11/2000 3:20:00 PM
From: Dr. David Gleitman  Read Replies (1) | Respond to of 41369
 
I agree. I think that it is a wonderful interlocking match from a business point of view. From a shareholder point of view, it does leave something to be desired. If it werent for the arbirtrage differential, perhaps AOL wouldn't have gone down as much. I guess we can expect to see the shareholder lawsuits coming about in near term.

Just my opinion,

Good luck to all,

David


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