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

To: Todd Daniels who wrote (8067)	2/21/1998 1:50:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 13594

Todd: Excellent points particularly the second one shows you follow what is going on at a much greater level of detail than I. the stuff I picked up even a blind man can pick. That is why I highly suspect that a lot of investment professionals don't put much time into reading 10Q's,at the very least they have not gotten around to reading AOL's latest 10Q yet. I hope they are reading our stuff. IMO the ad/commerce revenue model will be a big failure. Just one note:you are referring to AOL's fiscal 98 year (7/97-6/98) when you number the quarters I was using calendar. Just a note for our readers. Pancho

To: Todd Daniels who wrote (8067)	2/22/1998 11:30:00 AM
From: J.S.	Respond to of 13594

Todd, I was just reading your Dec 15 post: Message 2970080 What are these clowns going to say now? Do they make unjustified claims using the price increase? Loss of ANS revenue and integrating CSi (C now) will certainly throw a wrench in earnings projections, but will allow for much hanky panky accounting. EPS of over 200 on present earnings annualized is outrageous, but the lack of solid information on which to base future earnings is the real kicker. Also keep in mind dilution from the Reg S deal, which was not figured in, and also the preferred stock of Mitsui and Nihon Keizai Shimbun, Inc. I think the end is near for this stock. Joe