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

To: robert duke who wrote (12396)	4/22/1999 10:08:00 PM
From: musea	Read Replies (1) \| Respond to of 41369

Robert, I don't think a split is likely, because of the magnitude of the recent drop in price (around 170 down to around 115) even though it's come back a lot. I think that based on the number of subscribers this quarter vs. last (I think it's 17 million vs. 14 million) we ought to have earnings in the .11/share range. If the other revenues like ad revenue and percent of commerce grows faster than a linear function of the number of subscribers for the first time this quarter, then we ought to do better than that. I am expecting this to happen at any time, if AOL executes on its business plan as put forth. If we get as much as .14, we will be in clover unless there is another disaster. We'd like to think that all available information is already factored into the price. I suspect that an upside surprise of one or two cents is figured in. But if we get more than that, I think some exuberance is justified because of the effect of the business plan being better understood and trusted. -musea

To: robert duke who wrote (12396)	4/22/1999 10:17:00 PM
From: gc	Read Replies (1) \| Respond to of 41369

I think the stock has figured in 10 - 11 cents. With 14 cents the stock is going to fly again.

To: robert duke who wrote (12396)	4/23/1999 12:23:00 AM
From: Boom-Ahead	Read Replies (1) \| Respond to of 41369

Hey Robert, I have been reading your posts here for some time now. I can tell you are a big believer in AOL nice to see. Just wondering, what you mean when you say that we my not see more than 150 by earnings? We were over that today. I agree with you that AOL's big price already has earnings built into it, but I think we have room to move 10 points over it's 52 week high and then a pull back to around 150. This is just IMHO from what the stock has done in the past. Personally I am hoping for a 2-1 but I don't think we will get it. All the Best