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To: Don Westermeyer who wrote (7251)	2/9/1998 11:16:00 PM
From: PeterGx	Respond to of 27307

*OT* Hi kids: just stumbled on the site bellow. To see where the internet is headed check it out - pretty cool... if only bandwidth would catch up soon.. olympic.org PS Tomorrow will be good to YHOO shorts

To: Don Westermeyer who wrote (7251)	2/9/1998 11:25:00 PM
From: Zebra 365	Read Replies (3) \| Respond to of 27307

I have a little different take on the AOL price increase. One that says AOL will have great quarters from Jan-Mar and Apr-Jun and then tank, depending on the accounting. Also one that does not bode well for new ISP combos (read YHOO/MCI) trying to get AOL's clients. Currently AOL unlimited access is 19.95 a month, billed monthly, usually to a bank card. Forget the extra $2 per month, most subscribers won't pay it. But they won't drop AOL either. You can still get the 19.95 rate IF YOU SUBCRIBE FOR ONE YEAR AT A TIME. They will let you change to annual billing at the 19.95/month rate if you do so at least 72 hours before your billing date in April. They will quickly start to promote this as the alternative to the price hike. Many subscribers will pay for a year's service over the next two months where they would have paid only the 19.95 times two. Lower billing costs for AOL, but don't expect much increase in annual revenue, as Case has said. Next two quarters could be big as the revenue stream is pulled back from the future, depends on the CFO if he books an offsetting liability for future services owed. If not AOL should hit 150/share over the next four months. But the big coup here is locking in subscribers, how many will switch to YHOO/MCI or MSN if their ISP has already been paid up for a year? This is not to grow AOL subscriber base but to keep it. Just IMHO Zebra PS I killed the Bearometer due to popular objection, I'm here to make money and have fun, not tick people off. However, I realize those that are long YHOO will probably not like me much anyway.