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Technology Stocks : Internet Analysis - Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Chuzzlewit who wrote (112)2/3/1999 7:40:00 PM
From: Venditâ„¢  Read Replies (2) | Respond to of 419
 
This is some information I had book marked when I was doing my initial research on AOL that could be old news to you guys. I thought it put things into a nice perspective.

A Complete AOL Analysis
streetadvisor.com

AOL Valuation Model
streetadvisor.com

Earnings Model
streetadvisor.com

AOL Buys Netscape: Named a Gorilla!
streetadvisor.com

ICQ: The Next Net Portal?
streetadvisor.com

AOL Investments
streetadvisor.com

Now don't pick this apart and tell me that AOL has sold xcit ect. after I have pre qualified this as some older research. Again I just thought it put things into a neat understandable package.

(Don't forget to click the links)<g>




To: Chuzzlewit who wrote (112)2/4/1999 2:01:00 AM
From: Joe E.  Respond to of 419
 
Yeah, I think you're right.
The only way they could have considered themselves cash flow positive is to count marketing and system development as capital expenses, or else be counting in their financing. Probably just an exageration.