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

To: Alec Epting who wrote (6583)	12/24/1997 3:42:00 PM
From: Steve Robinett	Respond to of 13594

Alec, Let's see...a $.20/shr hit per quarter for absorbing Compuserve...last quarter the funny money accounting came out with earnings of $.16/shr...counting on my fingers I come up with the interesting possibility of a nice loss for the upcoming quarter, assuming the deal closes in January. That would be a pleasant surprise. Best, -Steve

To: Alec Epting who wrote (6583)	12/24/1997 4:12:00 PM
From: jack rand	Read Replies (2) \| Respond to of 13594

And see this goodie re. Tel-Save/AOL msnbc.com

To: Alec Epting who wrote (6583)	12/28/1997 4:06:00 AM
From: Kashish King	Respond to of 13594

I see how they lose on this deal given the article states they could turn the unit profitable by eliminating CompuServe's advertising. Well then, what's to stop them from integrating the advertising efforts and saving a bundle? They also alluded to the fact that AOL's buying power will result in much lower external network costs. They neglected to mention that content development could be integrated, too. Just to show you how biased Microsoft's partner was in that article, they mention that CompuServe has a hodgepodge of Windows NT, DEC and other servers. Excuse me, but there is no way CompuServe has a significant number of unscalable, unreliable, small-network NT servers. NT simply isn't there yet and it won't be for another year. CompuServe has been around for more than 15 years. Who are they trying to kid? They are just angry that Gates wasn't smart enough to buy CompuServe and now they have an even bigger problem on their hands: AOL joining forces with Sun and IBM for Java-based applications. Microsoft has pissed-off banks, online services, broadcasters, educational institutions and even the government. They can't continue doing that now that Sun and IBM have a superior alternative to the Windows monopoly.