Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Mick Mørmøny who wrote (11298)	9/25/1998 10:22:00 AM
From: Steve Robinett	Read Replies (2) \| Respond to of 13594

Madafas, <<Analysts expect AOL's marketing costs to soar. >> From your "duck and cover" comment, I take it you see the expense incurred in filling America's basements with AOL disks & CDs as a negative for the stock. Au contraire, AOL is discounted so far into the future that current income/expense issues only slightly affect the market price. I would suggest that a disk blitz would have a positive effect on the stock's price. That is, it would be seen a millions of future customers. Combine that with the probability of another 2:1 stock split and you're looking at $140/share easy. Best, --Steve

To: Mick Mørmøny who wrote (11298)	9/25/1998 8:55:00 PM
From: PoorRich	Respond to of 13594

Cable modem (UMG,ATHM,ELNK) & ADSL (CPQ, DELL): threats to AOL? While reading through messages on ISP's and other high tech companies, I noticed an ever increasing number of broad bandwidth opportunities to connect to the Web. Will this competition eventually erode AOL's market share? What is AOL's response? More CD's in the mail? PoorRich ps: Note the URL's below. UMG and “mass marketing” cable modems Message 5841821 Dell and “Direct Connect” investor.msn.com ELNK and Charter investor.msn.com