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

To: steve lipson who wrote (6510)	12/18/1997 1:46:00 PM
From: Brent D. Beal	Respond to of 13594

AOL is closer to making money now that at the beginning of the year? Are you crazy? Let's see, 1) ad revenues declined last quarter on a quarter-by-quarter basis, 2) the "hot" IPOs of shaky companies that owe AOL millions of $s in ad fees have fallen flat or are currently under water, 3) there are increasing indications that ad revenue on the net is not increasing at the expected rate (see the WSJ article today, for example), 4) cable modems are now or soon will be rolled out in mass, 5) AOL has been rated the worst ISP in several new ratings, 6) AOL will shortly have to deal with the integration of CompuServe, 7) AOL just borrowed 550M, 8) AOL just sold additional assets in the WorldCom deal which will further erode the financial position of the company, 8) etc. etc. etc. The writing is on the wall and when the shit hits the fan everyone will be looking back and commenting on how obvious it all was. It's just a matter of time. . . parables or not parables, I'll be surprised to see this stock stop sliding before it hits $20 once things start moving in that direction.