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

To: Todd Daniels who wrote (5552)	11/6/1997 5:19:00 PM
From: IKM	Respond to of 13594

Hee, hee, hee . . .

To: Todd Daniels who wrote (5552)	11/6/1997 5:23:00 PM
From: yard_man	Respond to of 13594

Looks like I missed the party. Was this just released? What kind of spin did they put on that piece of news?

To: Todd Daniels who wrote (5552)	11/6/1997 5:24:00 PM
From: Carmine Cammarosano	Read Replies (3) \| Respond to of 13594

Is it worth shorting this stock in the AM?

To: Todd Daniels who wrote (5552)	11/6/1997 10:40:00 PM
From: PAL	Read Replies (1) \| Respond to of 13594

AD-COMMERCE REVENUE DOWN* 15% VS. Q4: $68m vs $80m* Very good point Todd. Sequential ad revenues declined from Q4/1997. I have gone back to August 7 postings and tried to find without luck the increase in membership in Q4. In the news release AOL said that marketing for Q1 was curtailed in order to improve infrastructure. Is this a spin to cover up that sequential membership growth has slowed as well? Since AOL is depending on Ad revenues to compensate the cost of memberships, it seems that RED INK will be on the horizon. LOOK AT THE BALANCE SHEETS: CURRENT ASSETS $373.6 M CURRENT LIABILITIES $556.6 M HOW IS AOL GOING TO MEET ITS SHORT TERM OBLIGATIONS? ROBBING PETER TO PAY PAUL????? Good Luck PAL