Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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 : Internet Analysis - Discussion -- Ignore unavailable to you. Want to Upgrade?

To: Chuzzlewit who wrote (350)	4/28/1999 10:10:00 AM
From: musea	Respond to of 419

Chuzzlewit, Thanks for the note. Yes, it appears that the "big plan" at AOL that the loyalists have been telling us about is starting to bear fruit. I have two comments about this. First, the numbers are interesting but not as impressive as I would have thought to support the stock price. Another quarter or two of this type of ad revenue growth would be more reassuring. Second, it is interesting that nobody in the analyst "community" has picked up on this. Is AOL not doing its job in making investors aware of this? I believe that if the plan is working for AOL, then we are a big step closer to being able to understand the potential for the company and to produce a better valuation model. -musea