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

To: one putt who wrote (14763)	5/5/1999 12:20:00 AM
From: Pruguy	Respond to of 41369

here's some quick math...comcast is paying about 5k for each subscriber....that would put the market of aol at aroound 105bb....now aol has highwer margins than cable, has a quicker growth rate than cable and mor epotential than cable......after this deal, aol still has more internet subscribers than t and maybe comcast combined...seems to me like these 2 companies just made a reasonable argument as to why aol is actually a value stock compared to it's comparable inherent value.....I never mentioned that their captal cost at aol are significantly lower to acquire a customer and they are international which cable isn't. I think I will buy more tomorrow either below at or above your movong averages