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


To: Dow Jones Reporter who wrote (8142)2/23/1998 5:16:00 PM
From: Pancho Villa  Read Replies (1) | Respond to of 13594
 
Hi Johanna! great idea! Why don't you also write one [or one of your friends at Barron's] on why/how is AOL tampering with their SEC fillings in items such as revenue recognition, capitalization of costs, changes in accounting principles conviniently started in 1/98 but will be retroactive to 7/97, and more. Our guess is that investors [including some pretty big guys] don't read this fillings carefully.

The posts by Todd Daniels are as good and deep an analysis as you will find anywhere in WS. A link to and one of his posts:

interactive.wsj.com

you can read more by clicking on his name.

I am not an expert on AOL but some of my analysis may also be interesting...

Message 3472237

and the continuation:

techstocks.com

As far as I know MCI has a great deal (14.95 for its long distance customers) but is not making much noise about it. I guess they are waiting until the WCOM deal goes through to really go heavy with it (they may be afraid the Justice Dept. may jump on them).

Pancho