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To: Oeconomicus who wrote (7400)	2/16/1998 10:41:00 PM
From: Keith J	Respond to of 27307

A couple of quotes from CIBC Oppenheimer, based on AOL's analyst's meeting on Thursday: <<AOL has approximately 40% online advertising market share.>> <<AOL as a whole now serves up 559 million pageviews a day--approximately 500 million, or 9X, more than its closest competitor, Yahoo! If each of these pageviews carried an advertisement with an average cost-per-thousand of $10 (unlikely, but worth calculating for comparative purposes), AOL's advertising run-rate would be more than $5 billion, while Yahoo!'s would be $650 million. AOL's market cap is only 4X Yahoo!'s.>> <<Although AOL.com, AOL's Web offering, still lacks the functionality and appeal of competitive offerings from Yahoo! and other search engines, we were encouraged by the company's acknowledgment of this at the investor meeting, as well as its stated intention to do something about it. The company intends to add several new features to AOL.com in the coming months, including a personalized news aggregator, which should help strengthen AOL.com's appeal as a destination (rather than pass-through) site.>> KJ

To: Oeconomicus who wrote (7400)	2/16/1998 11:20:00 PM
From: Bill Harmond	Read Replies (2) \| Respond to of 27307

>>I'm confused. Don't be. As long as there is any short interest, then fewer shares have been covered than sold short. >>Then they became unloved. On December 7, 1995, Microsoft declared war on Netscape, saying that they would adopt Java and give away a version of every product Netscape made(except UNIX servers)...free. Netscape never saw its December 6th high close again. Netscape didn't stumble. They were vaporized. That deed will prove to be the apex of Microsoft's dominion of desktop computing, IMO. BTW, I made more money long Netscape than any other stock.