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.

Strategies & Market Trends : Z Best Place to Talk Stocks -- Ignore unavailable to you. Want to Upgrade?

To: BWAC who wrote (38542)	2/18/2002 1:09:04 PM
From: Joe Stocks	Read Replies (1) \| Respond to of 53068

>> EBITDA is not the same as Pro Forma.<< Thepoint I was making about EBITDA is that many are getting tired of EBITDA numbers from AOL, many would like to see if they can be profitable. Let's face it, AOL lost nearly $5 bil last year. Shareholder equity dropped more. Until AOL can show that they can get some money down to the bottom line the stock will remain underpriced. Where I disagree is that you believe that AOL shows value at this level. I'm saying that the price represents more than fair value and should be avoided at this level for an investment as it still has too much "blue sky" built into it. In my opinion the "AOL" brand name puts a premium on this stock and I think more and more investors are seeing that AOL can not live up to the hype. What are RBOC's? I'm drawing a blank on that. I'm thinking Regional Bell Operating companies. If so I don't see the relationship with AOL other than their cable interest. In that regard the regionals are showing a profit, why can't AOL. ANYWAY, why is it that AOL can't show a profit if the sum of the parts are so valuable? Joe