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Technology Stocks : What about old Time Warner -- Ignore unavailable to you. Want to Upgrade?

To: sixty2nds who wrote (66)	10/24/2005 10:59:31 AM
From: sixty2nds	Read Replies (1) \| Respond to of 102

08:24 TWX Time Warner Belle of the Ball? Analyzing a Potential AOL Strategic Event - JP Morgan (17.23 ) -Update- JP Morgan says a joint venture of AOL with another major web property is the best way to achieve TWX's main objectives: 1) transform AOL's business model, 2) control the advertiser relationship in search, 3) retain exposure to the Internet, and 4) highlight the value of AOL to the Street. In this context, firm thinks TWX's objectives are aligned with Microsoft, which is focused on proliferating its search technology, defending its desktop business, and advancing its software and services strategy. Firm estimates a potential JV of these two businesses would leave TWX with 68% and MSFT with 32% of the new entity's equity, implying incremental value creation for TWX of $5 billion, or over $1 per TWX share. A potential JV of AOL/MSN would create a more formidable competitor to both YHOO and GOOG.