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

To: Alec Epting who wrote (6612)	12/30/1997 8:13:00 PM
From: Steve Robinett	Read Replies (2) \| Respond to of 13594

Alec, AOL no doubt has upcoming financing needs. Every house on Wall Street would like piece of those deals. The Street is probably valuing AOL on its potential to bring them those kinds of deals. How else explain it? AOL has 114 "venture partners." Whoopee! My local mall has more vendors in it. And I would guess a reasonable number of those vendors are dazzled by AOL's subscriber numbers into thinking they're going to sell all kinds of stuff. Take Tel-Save, for example. That moron forked over 2/3 of his company's cash to sell long distance service on AOL. He thinks it's an undiscovered gold mine. I think he'll never get enough subscribers to drive his bulk AT&T costs down low enough to stay alive--it's desperation. Take CyberMeals. They fork over $20 million for 5 years. If it works, what's to stop AOL from doing it themselves after 5 years? I would still guess that between now and this quarter's earnings, AOL hits $100/shr. Best -Steve