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Technology Stocks : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?

To: craig who wrote (5206)	10/24/1997 9:56:00 AM
From: Sam	Read Replies (2) \| Respond to of 13594

What does that report tell us? That AOL added 300,000 subscribers, more than any other on-line service? That WebTV is catching on, cable doubling etc. It's easy to double when it's small numbers (ie. 100k to 200k). Not so easy when your talking millions.... This report doesn't tell us anything that we don't already know, or should have if we invest/short this stock. Praying doesn't help move stocks...I've tried that already. Works much better in church, IMHO :-) S.

To: craig who wrote (5206)	10/24/1997 10:12:00 AM
From: steve lipson	Respond to of 13594

Craig: Gee, that reminds me of my very first post on this thread more than a year ago and $60 or $70 per share ago. There was a similar study that purported to show a dangerous shift in momentum away from AOL. Tuesday, Sep 24 1996 11:24AM EST Reply #168 of 5209 >>More U.S. Households Now Access the Internet Through Internet Service Providers Than Through Commercial Online Services<< >My reading of the Odyssey survey is a little different than the widely reported headline that ISPs gained share in the Web market vs. online providers. Basically that tells us what we already knew -- Compuserve and Prodigy are irrelevant.< techstocks.com

To: craig who wrote (5206)	10/24/1997 11:10:00 AM
From: Gaffa	Read Replies (1) \| Respond to of 13594

ISR says: Even America Online added only about 300,000 users during the quarter. Here is what I found from AOL's press release: DULLES, VA, September 2, 1997 - America Online [NYSE: AOL], the world's most popular Internet online service, today announced that its membership recently surpassed the nine million mark worldwide, including more than 400,000 net new members since the quarter ending June 30. That's 400,000 new subs between June 30 and Sept 2 according to AOL Or maybe ISR has their independent source for AOL's subscriber number...

To: craig who wrote (5206)	10/24/1997 12:28:00 PM
From: jack rand	Read Replies (2) \| Respond to of 13594

>>bulls read and weep. Shows AOL growth flat and Compuserve down 10%. Market had added $1,000 per sub for 2.6m CSi subs, Deal won't close until at least Q1 98, by which time CSi could be down another 10%. As to AOL, flat growth means no growth of ad rates or growth to size of appeal to advertisers looking for even larger audience.

To: craig who wrote (5206)	10/24/1997 3:38:00 PM
From: Yikes	Read Replies (2) \| Respond to of 13594

Today's action is indicative of things to come. Many (smart) bulls have their fingers on the trigger - ready to sell AOL on the slightest sign of the downward spiral. The PR News today of possible slowing online service growth made some bulls jump the gun. But in due time, maybe on November 6th, when the big gun fires - look out! Yikes

To: craig who wrote (5206)	10/26/1997 9:07:00 PM
From: Investor-ex!	Respond to of 13594

Re: CompuServe Defections biz.yahoo.com FIVE LARGEST ONLINE INTERNET PROVIDERS Customers Growth Since Company 9/30/97 6/30/97 America Online 9,000,000 +3% CompuServe 4,137,000 -23% Microsoft Network 2,300,000 no change Prodigy 990,000 -1% AT&T WorldNet 950,000 +6% Source: ISR CompuServe's defections following the AOL buyout announcement is analogous to one in four patrons spitting out their half-eaten Whopper upon learning that Burger King might be taken over by McDonalds. That's some brand name!