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

To: Steve Smith who wrote (12655)	4/25/1999 12:41:00 AM
From: ChinuSFO	Respond to of 41369

AT&T vs. AOL a la cable access techstocks.com

To: Steve Smith who wrote (12655)	4/25/1999 12:43:00 AM
From: J Krnjeu	Respond to of 41369

Mr. Steve Smith, I understand what you are saying as I have done DD on AOL. What I think about is the word comfortable. I guess I would have much rather have AOL say exceed, or expect to beat estimates. Thank You JK

To: Steve Smith who wrote (12655)	4/25/1999 12:59:00 AM
From: DOUG H	Respond to of 41369

Steve, Do you know where to find a Qtr by Qtr breakdown of revenue. I'm very interested in ad revenue and marketing in particular. Ad revenue flows through real well. Thanks, D.H.

To: Steve Smith who wrote (12655)	4/25/1999 11:13:00 AM
From: Sam Matz	Read Replies (2) \| Respond to of 41369

"AOL has 3 sources of revenues: 1)subscriber fees from 17 million members 2)advertising revenues on its Web sites 3)marketing agreements with companies like EBAY, FirstUSA,etc." I think you are forgetting about an area that I feel will be its main source of growth in the next bunch of years. I am talking of course about ecommerce, both business to consumer and business to businesses. This is the vogue area these days when talking about looking to the future and I think it will be a great source of revenue for years to come. More and more people and businesses are going online to do their shopping and purchasing. AOL looks as if it is really making a push in the ecommerce arena. For consumer ecommerce, AOL has already set up stores to sell other company's products. It is the best way for them to capitalize on it because they don't have to carry inventory, worry about bricks and mortar, etc... They just make money off of the transaction and for allowing the company to put their items for sale on AOL's site. In the business ecommerce sector, I have heard rumblings that they are getting into this but I don't have any info to back this up. If anyone knows about AOL business to business ecommerce, please post info because I am curious. Thanks. Sam