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

To: Sam who wrote (9901)	5/7/1998 9:21:00 AM
From: Robert Lawkins	Read Replies (1) \| Respond to of 13594

They have the CEOs of Excite, Lycos, etc. on CNBC. They're saying that web commerce will be "explosive" in the sense that companies will be willing to offer revenue/earnings sharing with the search engines or web facilitators. This is interesting. Does anyone remember way back in the eighties when NY (perhaps other cities as well) real estate was making the same types of deals with their RE leases? Location, location, location. Remember what happened to RE prices soon after that? I'm not saying it's an exact correlation, but at the time RE and the leases were valued with some pretty convoluted models. The way some talk of the internet, it's a wonder we were able to get along without it.

To: Sam who wrote (9901)	5/7/1998 9:36:00 AM
From: RagnBull	Read Replies (2) \| Respond to of 13594

AOL's growth boosted by Compuserve acquisition Taking a closer look at the comparative quarterly numbers, it is interesting to note that: 1. Assuming that Compuserve's quarterly revenues were flat at around $40 million per month, Compuserve contributed approximately $80 million (ie. 2 months revenues) to AOL's reported revenue growth. So, without Compuserve's revenue contribution, AOL's year-to-year growth rate was about $163 million or 36.34% which is a much slower growth rate than AOL's announcement would have the reader believe. As Compuserve is unlikely to grow rapidly, AOL will have to find its growth in the AOL side of the house. 2. As I don't know how much by way of adverstising, "Commerce and Other Revenues" Compuserve contributed to AOL's 72% gain, I can't measure the growth that AOL generated in this vital area of its business. My closer look at the numbers is starting to make me nervous.