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To: Keith J who wrote (7212)	2/9/1998 1:24:00 PM
From: Keith J	Read Replies (2) \| Respond to of 27307

Just read the AOL press release. Couple thoughts. One, is that AOL may not hit their number for the quarter. Two, if membership holds steady, it would be about $250 million in additional revenue for AOL annually - and this would be essentially pure profit, less taxes. Why, you could get a couple billion in market cap from this alone almost. And this is what Case said (or at least was supposedly said by him): <<said overall demand for on-line services would swell rapidly if companies could make it easier, cheaper and more fun to use them.>> KJ

To: Keith J who wrote (7212)	2/9/1998 1:28:00 PM
From: Don Westermeyer	Respond to of 27307

re: AOL price increase- The stock ran up almost to the minute of the press release. That is too much to be coincidence. Short term the increase is bullish for AOL. I don't believe people will run from AOL due to the $2 increase. That is 10% more revenue in the near future. Longer term I think ISPs will be basically free (or just part of a telecom package from the phone company) and AOL will have to compete with that. I read a convincing article that even things like international phone calls won't be metered by the year 2003. BTW - AOL lost me as a customer (due to price and customer service) a long time ago.