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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: MD Bryant who wrote (2651)1/14/1999 10:20:00 PM
From: robert duke  Respond to of 41369
 
Are you kidding AOL held up fantastic. O estimates are for

Value Line estimate is at .14

Whisper is at .16

Yahoo came out with .21 which was 30% better than expected so I will go out on alimb here and say we will see .18 which is 30% better than expected.

.18 With a 2-1 split for the record. I think the aol managment team like to split the stock as often as possible, so a 3-1 might prevent two splits a year.



To: MD Bryant who wrote (2651)1/14/1999 10:25:00 PM
From: Jorge  Read Replies (1) | Respond to of 41369
 
AOL's Earnings.....Here's a quote taken from Keith Benjamin, Internet Analyst from BancBoston Robertson Stephens, on 1-8-99 regarding AOL's upcoming Earnings Report:

<<We believe the December quarter will be the best in AOL's
history across all metrics.>>

Concensus is .14....Whisper is .16, but I'm very certain they will handily beat that.

Regards, George



To: MD Bryant who wrote (2651)1/14/1999 10:28:00 PM
From: Brian Malloy  Read Replies (3) | Respond to of 41369
 
AOL without preannouncing has all but said they had a blow out quarter if you have been watching interviews by the company executives. Also, go back and read Mary Meekers article in Barrons, a couple of weeks ago about the Inet growth in general and sales projections/growth over the holiday season.

AOL's subscriber base continues to grow. Sales over Christmas increased some 300% by customers buying through AOL. With the Bell Atlantic deal, AOL continues to morph and adapt pushing the envelope. The conference call will be upbeat-the veil of gloom and doom will lift for investors. The nervous nellies and weak hands that left will now want back in. The price action will be brisk. The shorts will feel the squeeze and cover.

All in all, 99 will be another great year for AOL.

I believe we will see the 200's in February.
Consider the AOL April 150 calls.

Regards,



To: MD Bryant who wrote (2651)1/15/1999 7:18:00 AM
From: sakura  Read Replies (1) | Respond to of 41369
 
Hi MD

Have you looked at Income Statement of AOL?
75% increase of subscriber annualy with exponencially up profit margin. YHOO announced almost 70 mil which all of them is from Barter Advertising Revenue. AOL? AOL has same viewers with more potential to hook people up due to subscribers advantages.
Just say 80 mil from advertising revenue.
NEXT WEEK Q EARNING will make AOL holders very happy. This FRIDAY.