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

To: Alec Epting who wrote (6573)	12/23/1997 7:27:00 PM
From: Steve Robinett	Read Replies (1) \| Respond to of 13594

Alec, Interesting story. I found one factoid (I'm not sure it's a fact) especially interesting. 63% of the Web-sters use the web to get product info but a much smaller percentage actually make transactions, this is not unexpected but it is contrary to the flood of PR releases from AOL about how everybody and his brother is buying on-line. IMO, AOL's current price has very little to do with reality. Best -Steve

To: Alec Epting who wrote (6573)	12/24/1997 9:30:00 AM
From: yard_man	Respond to of 13594

Tanks a bunch -- glen posted, too. I expect that just selling CDs and books is not going to be enough for AOLs business model to catch up to the hype in the stock price. What amazes me about the internet is that so many advertisers have taken the plunge. Information on tech products, I understand, but some other smaller cos with small advertising budgets -- just doesn't seem to make sense. Monies could be spent in a more targeted fashion.

To: Alec Epting who wrote (6573)	12/24/1997 3:58:00 PM
From: Harry Larson	Respond to of 13594

>Online growth slowing Most interesting about the survey is finding that access from work is growing 75% faster than access from home. (28% v 16%) Meanwhile............. December 24, 1997 (Loonberg News) Analyst Raises Estimates Analyst Peter Pushemup of Exponetial Investments said in a report: "Surveys showing slowing growth of the Internet obviously are flawed. The reality is the story of endlessly accellerating growth without as much as hiccup. We view the surveys as contrary indicators. Accordingly, we are raising earnings estimates and price target 10%. However, further study is needed to determine whether they apply to F00, F02, or to F05."