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

To: Benkea who wrote (20497)	6/5/1999 6:54:00 PM
From: Tom Tallant	Read Replies (2) \| Respond to of 41369

Benkea, You just don't get it huh? If I were an ISP and I had 2 subscribers and I increased it to 4...my sequential growth would be greater than ATHM's...Now tell me...would you rather have the income from 1.2 new subscribers a quarter or from an increase of 100,000? Speaking of morons. Tom edit: I apologize for the moron crack...it's been a tough month...LOL

To: Benkea who wrote (20497)	6/5/1999 7:55:00 PM
From: Ed Forrest	Respond to of 41369

>The ad revenues will also be higher for broadband ISPs< There will be no @Home ad viewing from me as I have @home but never see their start page.I've got to know I'm not the only subscriber doing it this way.That said,that means everyone like me has to be deducted from the subscriber total. Ed Forrest

To: Benkea who wrote (20497)	6/5/1999 9:43:00 PM
From: Mike Torrence	Read Replies (3) \| Respond to of 41369

I am long AOL and subscribe to both AOL and ATHM (AOL since 1994 and ATHM for a year and a half)and the point is for the next three years (more or less) how many people will have access to cable vs. phone lines? It's that simple. You have to dig a hole in the ground for cable. No hole digging for the phone line(yet). It takes a couple of guys to dig the ditch and another couple of guys to install the cable modem. It takes each couple a couple of hours to do what they need to do. With AOL you throw in their most recent floppy, which is probably more available than any other net related commodity I know of, and you're off. I am not suggesting AOL will not be involved with cable. I think they will forge the appropriate alliances and it will be easier after Friday's decision in Oregon. Do you think ATHM will be involved with the use of phone lines and if not how many potential customers will they be missing? How much advertising revenue will they be passing up? Etc... Mike

To: Benkea who wrote (20497)	6/6/1999 9:07:00 AM
From: Pruguy	Respond to of 41369

The sequential subscriber growth is higher at ATHM than it is at AOL, no? Absolutely incorrect The ad revenues will also be higher for broadband ISPs. Rates based on number of eyeballs it reaches....AOL gets the most for its adspace by far vs. anyone else I am in no way disputing AOL's business, but I think at $130 (12X ATHM's market cap) bil (off from much higher), there is QUITE a bit of success in 1999s price. Based on just about every valuation method..ATHM is more expensive than aol on a comparative basis