Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Vendit™ who wrote (8166)	3/27/1999 7:55:00 PM
From: Glenn D. Rudolph	Respond to of 41369

AOL: ABN-AMRO decreased estimate for quarter ending 06/99 from $0.12 to $0.11 on 03/24/99 AOL: ABN-AMRO has reiterated estimate for long term EPS growth of 65.00% per year on 03/24/99 AOL: ABN-AMRO increased estimate for quarter ending 03/99 from $0.09 to $0.10 on 03/24/99 AOL: NATNBK MONT.SEC made new estimate for fiscal year ending 06/99 of $0.34 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for long term EPS growth of 30.00% per year on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 03/99 of $0.09 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 06/99 of $0.10 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 09/99 of $0.11 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 12/99 of $0.12 on 03/25/99 AOL: PAINE WEBBER increased estimate for fiscal year ending 06/99 from $0.34 to $0.35 on 03/25/99 AOL: PAINE WEBBER increased estimate for quarter ending 03/99 from $0.09 to $0.10 on 03/25/99 AOL: ABN-AMRO decreased estimate for quarter ending 06/99 from $0.12 to $0.11 on 03/24/99 AOL: ABN-AMRO has reiterated estimate for long term EPS growth of 65.00% per year on 03/24/99 AOL: ABN-AMRO increased estimate for quarter ending 03/99 from $0.09 to $0.10 on 03/24/99 AOL: NATNBK MONT.SEC made new estimate for fiscal year ending 06/99 of $0.34 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for long term EPS growth of 30.00% per year on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 03/99 of $0.09 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 06/99 of $0.10 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 09/99 of $0.11 on 03/25/99 AOL: NATNBK MONT.SEC made new estimate for quarter ending 12/99 of $0.12 on 03/25/99 AOL: PAINE WEBBER increased estimate for fiscal year ending 06/99 from $0.34 to $0.35 on 03/25/99 AOL: PAINE WEBBER increased estimate for quarter ending 03/99 from $0.09 to $0.10 on 03/25/99

To: Vendit™ who wrote (8166)	3/27/1999 8:01:00 PM
From: tang	Read Replies (2) \| Respond to of 41369

Vendit, AT LEAST WE AGREE THAT AOL SHOULD MAKE AS MANY PARTNERS AS POSSIBLE IN ALL CHANNELS but not own them out right. Yes, I have all the 'toys' you described plus more, but we must admit that the majority of PC user's income is not above $100,000, that is why the sub $600, sub $400 PC grow carzily, because there are people who wants PC for their kids but cannot afford it, there are people who wants internet but cannot afford it. By the way, I just made a trip to CompuUSA, they are selling CPQ with 350 MHZ/4.2G/32 RAM/56 k box for $599! If I pay $399 for a PC and you ask me to pay $480/year for internet connection, I should think hard before making commitment. If I am paying $40 for cable now, am I going to pay $40 more for internet connection? I should think hard before I commit it. I believe AOL's strategy is quite correct, aim the mass audience, aim the middle and lower income family for eyeballs, provide high-end connection to satisfy the upper income families, with a powerful market share, AOL can bargain a lower access fee from DSL/CABLE/WIRELESS operators and resell the usage to their members and in turn increase AOL's bottom line. Most middle and lower income families tend to glue on the screens long time because they don't have extra money for other recreation hobbies, but as they spend more time on screens, AOL can claim that statistics for more ad $ and/or sell something to someone when he or she got curious enough... At the distant future, AOL will become a utility company, all the pies have been distributed, ISP/portals can only do more services, at that time maybe AOL should go buy telephone companies, wireless companies TV stations, etc., but I believe I will be moving on way before that day arrives. duration