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

To: Jenne who wrote (6586)	3/13/1999 5:41:00 PM
From: Vendit™	Respond to of 41369

AOL Q2 Conference Call Summary (NYSE: AOL) January 27, 1999 -------------------------------------------------------------------------------- Steve Case's Summary Comments Records metrics throughout the entire business model Quarterly revenues approaching $1 billion $0.17 EPS for quarter, quadruple year ago 2 for 1 stock split Everyone is trying to be AOL This will drive consolidation in 1999 Added over 1 million members in a month and a half Over 15 million paying subscribers Holiday shopping over $1.2 billion through AOL Plan on offering merchants turnkey e-commerce solutions with Netscape merger and Sun partnership Working with Sun to offer access from non-PC devices Big plans for Netcenter brand Plan on actively promoting service once acquisition is complete Partnership with Bell Atlantic gives broadband capabilities to 25% of US Will begin offering broadband (fast) access to AOL next quarter for about $20 a month extra Bob Pitman, CFO Service revenues up to $779 million 61% increase over last year 48 minutes of use per subscriber per day, 41 minutes a day a year ago Peak simultaneous usage over 1 million users 70% of usage with AOL 4.0 Highest retention rates ever One million users shopped online for first time this holiday season 2/3 were very satisfied with the experience 75% plan on shopping online again in the next 6 months Advertising $729 million advertising and e-commerce backlog 70 ad partners spend over $1 million each Signed ad agreement with Proctor & Gamble, the world's largest advertiser New content CBS exclusive news provider on AOL, and premier provider on aol.com CBS's website traffic has increased markedly AOL featured on CBS, including the nightly news Weather channel agreement provides local weather news for city guides AOL receiving promotion on the Weather Channel AOL International Over 3 million subscribers Latin American expansion into Brazil, Mexico, and Argentina first Compuserve Relaunched retail area Traffic up 300% Sales up ten fold Over 100 retailers Usage up 40% since June- most Compuserve members are still pay per hour Will continue to target professional and busy adult markets with Compuserve service ICQ Doubled in size in past 6 months to 25 million users 11 million use it at least once a month 5 million use once a day 70,000 new users a day High usage rate Average 1 hour a day in usage for members Commanding lead among internet brands in usage Very "sticky" service AOL.COM is #1 in business and home reach Continuing to develop services offered on site Agreement with Lotus to market AOL.COM services to Lotus Notes business users