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


To: S. HYDER who wrote (10856)7/31/1998 10:05:00 AM
From: Sam  Read Replies (1) | Respond to of 13594
 
CNBC reporting - Robertson Stevens says AOL has a good chance of beating earnings estimate.

Translation for K. Benjamin's comments - AOL will come in over estimates(.22?.23?.25?), show membership growth and less churn(despite rate hike), key advertising deals signed and in process, AOL 4.0 going gold, Compuserve coming online/profitable, and more strategic investments in the near future.

Shorts shudder and get bug eyed, cover their positons, and AOL is running with the bulls. Analysts revise estimates upward, big money flows in, a stock split and all is well in AOL land :)

Of course, this is all speculation and IMHO.

S.



To: S. HYDER who wrote (10856)7/31/1998 1:43:00 PM
From: Keith A Walker  Read Replies (3) | Respond to of 13594
 
CNBC reporting - Robertson Stevens says AOL has a good chance of beating earnings estimate

So this is news? What happens if they don't beat estimates? That would be the real story.

Sorry, but Yahoo! handily beat estimates. Ask the buyers at $206/shr on Yahoo! whether they feel good now.

So if AOL splits, then I'll just be able to average out my short position at a lower cost. That would be cool!