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Strategies & Market Trends : Waiting for the big Kahuna -- Ignore unavailable to you. Want to Upgrade?

To: accountclosed who wrote (35914)	1/1/1999 6:32:00 PM
From: yard_man	Read Replies (2) \| Respond to of 94695

It's just the wrong way to look at it. There are whole bunches of firms out there that want to get something in front of your eyes. If all of them chip in a little ... How much does all the advertising revenue per average number of TV veiwers come to based on the average viewing habits? That's an argument ... I don't buy it, but that's an argument I heard a number of times when I hung out (lurked) on the YHOO and AMZN threads.

To: accountclosed who wrote (35914)	1/2/1999 8:44:00 AM
From: Haim R. Branisteanu	Read Replies (2) \| Respond to of 94695

Antoine, to better grasp the overvaluation of AOL is to calculate the number of shares outstanding per subscriber. Presently you have 458.1/14 = 32.75 shares per subscriber who generates an average of $25 per month in revenue or $500 a year. (including advertising and other fees) Revenue per share is $500/32.75 = 15 times, or as you mentioned $5075 per customer. Invariable how you calculate it at twice revenue, AOL should be priced at $25 to $30 to compare to other retailers at already lofty prices. If compared to CBS on revenue then AOL should get to the $40 range.. But as written on this tread so many time who cares about fundamentals <GG> BWDIK Haim Haim