SI
SI
discoversearch

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: BrooklynDave who wrote (13321)4/27/1999 4:47:00 PM
From: Narotham Reddy  Respond to of 41369
 
Trading halt..

Any takeover news pending ?

Narotham



To: BrooklynDave who wrote (13321)4/27/1999 4:48:00 PM
From: sam  Respond to of 41369
 
You are absolutely correct, BrooklynDave. I am actually surprised it was so good (and a little mad at myself for not buying more at the close). Oh well.



To: BrooklynDave who wrote (13321)4/27/1999 4:58:00 PM
From: RocketMan  Read Replies (1) | Respond to of 41369
 
You're exactly right, Dave, this is the big number. AOL is migrating from subscriber to ad and ecommerce revenue, and this number shows that their transition is working, and their high number of subs creates a natural market for their commerce.

I am not going to worry one bit what AOL does tomorrow, or the day after. These numbers show that they are executing their business plan, and the share price will reflect that over the long haul.



To: BrooklynDave who wrote (13321)4/27/1999 6:27:00 PM
From: xfiles  Read Replies (1) | Respond to of 41369
 
<All Most Important Fact Ad Revenue 275M vs 190M Estimate. This is Big, Really BIG! This is the
High Margin Portion Of AOL's Business Model.>

Yes, but the $275M figure includes Netscape. As I read the press release, the AOL-only portion was $157 million.

Same for the total revs figure. I assume that the models are for AOL-only, not consolidated with Netscape, since that's what the 9-cent EPS forecast was based on.