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

To: Pruguy who wrote (13242)	12/28/1998 10:29:00 AM
From: RocketMan	Respond to of 13594

It is estimated by some that by the year 2004 that aol will be in 30mm homes. That seems very conservative, given that they already have 14M subscribers. And that does not count Netscape or ICQ. But if they get their valuation from that conservative number, that is good news.

To: Pruguy who wrote (13242)	12/28/1998 12:11:00 PM
From: Vendit™	Respond to of 13594

For the Net to survive the restaurant/casino gauntlet, it must continue to offer great value, great price, tremendous convenience, and a way to make big money. We know that AOL (NYSE:AOL - news) does that, as the incredible survey that AOL's Bob Pittman released a couple of weeks ago showed. AOL could double its price, charge for e-mail, make people pay for instant messaging and not turn off its persistent customers. fnews.yahoo.com

To: Pruguy who wrote (13242)	12/28/1998 12:55:00 PM
From: manohar kanuri	Respond to of 13594

Thanks for putting the p/e in perspective vis-a-vis cable etc. I'm not less nervous now, but it's vaguely comforting to know there is some shred of method to the madness. While justifying wild valuations it can't hurt to keep in mind that unlike TCI or any of the cables, AOL is not restricted by geography - subscribers in Europe, LatAm, Asia etc. can sign up and find true love in their mailbox too. (I'm assuming that 30mm AOL users by 2004 is for the US market.) Of course, if we use global numbers as the base to project subscriber growth and value those subscribers on the basis of what T paid for TCI, AOL shareholders could soon be lending money to the Fed whenever it needs to bail out a country or a crippled fund! mano