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

To: Art Stone who wrote (6121)	11/29/1997 2:35:00 PM
From: Steve Robinett	Read Replies (1) \| Respond to of 13594

Art, According to Daniel Borislow, Tel-Save's CEO, as of last Wednesday (26 Nov 97), he isn't even thinking in terms of getting out of his deal with AOL: Says Borislow, "I now figure that my AOL agreement will probably be a huge winner, because after all, how could I be wrong, after locating telecom assets for which others are willing to pay triple the prices from their 52 week lows." biz.yahoo.com I took a look at Tel-Save's last 10-Q: sec.yahoo.com What a slock business! A long-distance reseller who is scrambling to get residential customers (the worst customers--you want businesses) by hoping that AOL customers who by definition already use E-mail for anything further away than two blocks will buy their service--now there's a man with more hope than brains. Best, Steve

To: Art Stone who wrote (6121)	11/29/1997 2:42:00 PM
From: Investor-ex!	Respond to of 13594

Art, I haven't followed the Tel-Save deal. $100 mill sounds like way too much $ to set up on-line billing. Maybe they were paid a large part of their expected cut of revenues up front, which would naturally be subject to refund. Without seeing the paperwork, I'd guess no refunds. AOL will eventually perfunctorily provide the service, but I'd bet it works about as well as their e-mail, dial-up access, and security.

To: Art Stone who wrote (6121)	11/30/1997 10:18:00 AM
From: Brian K Crawford	Read Replies (1) \| Respond to of 13594

Re: Tel-Save rollout on AOL Art, the Tel-Save offer IS in rollout on AOL, and has been since early October. The offer is being made on a splash screen basis to selected users. The reason given for the rolling offer rather than a system wide rollout was to make sure thay could handle whatever demand they got. No announcements so far as to enrollment success rates. Limited comments I have seen on AOL message boards regarding the service have been favorable. One poster was concerned about hackers getting at his calling records. Another appreciated the 24 X 7 access to his bill and the sort capability. The deal is 9 cents a minute, 24 x 7. No limits. No asterisks. Tel-Save uses AT&T leased lines. Peace, Brian, coming in at RoadRunner speed! Meep-Meep!!