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

To: jack rand who wrote (5222)	10/24/1997 12:31:00 PM
From: craig	Read Replies (2) \| Respond to of 13594

hey jack....i'm on your side bud. i am a bear,thats why i said bulls weep.

To: jack rand who wrote (5222)	10/24/1997 2:00:00 PM
From: Todd Daniels	Read Replies (1) \| Respond to of 13594

SEC/TALK Downward pressure on AOL Q1 EPS ?? Have the analysts noticed/figured on this?? The SEC made TALK and AOL come into sync re. TALK expensing of its $100 million to AOL and AOL's accrual of it into revenue. The below says that TALK will delay some expensing due to delay of the commercial launch date from the Sep Q to Dec Q. Presumably, if AOL remains in sync, it will recognize as revenue in Q1 less than previously anticipated. In its 97 10K filed 9/29 AOL revealed that it had recognized $24 million in Q3-Q497 and expected to recognize an additional $26 million in Q1-Q298. Presumably, the Q1 proportion is now less than anticipated. 10/21/97 Tel-Save Shares Fall After Company Forecasts 4th-Qtr Charges New Hope, Pennsylvania, Oct. 21 (Bloomberg) -- Tel-Save Holdings Inc. shares fell as much as 8.2 percent after the phone company said it will take fourth-quarter charges of about $195 million for an acquisition and a marketing agreement. ........... Tel-Save had originally planned to take $77 million in total charges for the AOL marketing agreement over the third and fourth quarters of this year and the first quarter of 1998. It now expects larger charges in the fourth and first quarters because of a delay in beginning to market services to AOL customers. [BTW it's $63 million, not $77 million]