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


To: Venditâ„¢ who wrote (12719)4/25/1999 7:00:00 PM
From: musea  Read Replies (1) | Respond to of 41369
 
Vendit,

Because of the rate of growth of the subscriber base, AOL is still a strong story. You can see it in the stock price appreciation. But not as strong as it could be if the long-term plan starts yielding results. That will signal an entirely new era, as in "you ain't seen nothin' yet." That's what I want to see; my stock valuation model for AOL, such as it is, is not as inspiring without this new era.

My expectation is that we will see the beginnings of this in the earnings report coming up. Perhaps it won't be quite visible in the earnings number, but the discussion in the conference call can bring this out. Let's keep our fingers crossed.

-musea