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Technology Stocks : EARTHLINK (ELNK) -- Ignore unavailable to you. Want to Upgrade?


To: uu who wrote (2248)1/30/2001 11:49:47 PM
From: Oeconomicus  Read Replies (1) | Respond to of 2553
 
Addi, I keep hoping some of MSPG's bottom line management skills were retained in the merger. After all, McQuary's still the operating guy. Of course, he may have no control over whether marketing dollars are being thrown away.

Perhaps, rather than trying to be the super hip ISP with all this brand building stuff, they should just focus on subscriber acquisition in the most immediate, reasonably economical manner. That may very well be by taking the MSN route and offering subsidies on new computers. Or, more likely, it may be more gobbling up of smaller fish, as long as they can get good prices and retain the subs. It seems clear, though, that Jerry Garcia isn't bringing 'em in. Time to lay off the advertising team!

What would EBITDA have been this Q is they had just skipped the image advertising?

BTW, the technicals are looking good, at least according to this site:
quotes.barchart.com
The score they give actually improved after today's trading (click on "snapshot"). I thought today was a bit of a downer. I hope (there's that word again) they are right.

Bob



To: uu who wrote (2248)1/31/2001 9:01:23 AM
From: Oeconomicus  Read Replies (1) | Respond to of 2553
 
Addi, Peter, do ya'll realize that ELNK is selling for $90 per subscriber? That's right, net of cash it's $90. If #2 is this cheap, surely others could be bought for similarly low prices. ELNK's cash horde could buy 7.5 million subs for that price. Hell, why spend millions to sign up a handful of newbies who want to be hip when they can just buy customers in bulk? Use the cash for acquisitions and service - buy 'em and keep 'em and reap the cash flow.

Bob