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To: Srini who wrote (79089)	4/14/1999 4:56:00 PM
From: Duker	Read Replies (1) \| Respond to of 186894

OT* That streetadvisor site is ridiculous. Here are excerpts from an AOL "analysis" Risks to Buying Lofty Current Valuation America Online currently trades at over 400 times last years earnings. While this seem to be a hefty premium to the market, one must observe the leverage in the America Online business model that will allow them to grow free cash flow and earnings at an unheard of rate for the next decade. ... Competitive Analysis Competition- Moderate There is no other online service that poses a serious threat to America Online. MSN is the second largest online network, with a little over 1 million users and dismal growth. In the Internet access business competition is stiff, with hundreds of ISPs competing for business. However, this market is not generally the market that AOL is aimed at. New Entrants- Low Developing the network, content, and user base of AOL would cost far more than America Online's current market cap. Companies like AT&T realize this and continue to make bids for AOL. That last one makes a bunch of sense. Yeah, you couldn't build out a better service for $150 Billion ??? --Duker