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
Internet Analysis - Discussion
An SI Board Since January 1999
Posts SubjectMarks Bans
419 14 0
Emcee:  musea Type:  Unmoderated
Introduction Compact
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
ReplyMessage PreviewFromRecsPosted
44 Could you do an example? Joe E.-2/2/1999
43 Joe, I agree, but since so many posters on SI haven't the vaguest idea of fChuzzlewit-2/2/1999
42 Steve, you're overly complicating the model. I wasn't talking about risChuzzlewit-2/2/1999
41 Steve: Well, on Amazon's conference call the CFO said they had a positive cJoe E.-2/2/1999
40 Steve.... eyeballs.....eyeballs....eyeballs... think "ad revenues"MaryinRed-2/2/1999
39 Joe E., You comment, <i>...it occurs to me that the model must be calibraSteve Robinett-2/2/1999
38 Speaking of the static annuity model's utility, it occurs to me that the moJoe E.-2/2/1999
37 CTC, Okay, I'll give you your static Annuity Model for cash flow valuation Steve Robinett-2/2/1999
36 whoops.....I think the movie phone was a stock swap... I misread something....MaryinRed-2/2/1999
35 Long term.....AOL might well be "free to subscribbers"... I did not MaryinRed-2/2/1999
34 It also looks as if AOL is using its lofty valuations as currency to effect verChuzzlewit-2/2/1999
33 Chuzz...I will continue reading your posts and those of the others on this threJorge-2/1/1999
32 Recipe for mucho bucks….probably exceeding your $3.3B profit estimate…actuallyMaryinRed-2/1/1999
31 CTC, This is definitely very interesting and I think that Joe's analysis slarry-2/1/1999
30 I hope you don't mind a stupid stock technician just lurking here. Vendit™-2/1/1999
29 Mary, Of course, you are right. It was quite a while before even internet maimusea-2/1/1999
28 Mary, you seem to have a much better feeling for the revenues and earnings poteChuzzlewit-2/1/1999
27 Thanks for starting a much needed thread. I will try to bring a journalists insjhg_in_kc-2/1/1999
26 Please...remember...... AOL is not fundamentally an ISP....when it started...MaryinRed-2/1/1999
25 One of the things that a number of people have been saying about AOL, and otherJoe E.-2/1/1999
24 Yes, obviously the two calculations can be combined, although with a declining Joe E.-2/1/1999
23 Larry, I think today's news provides some insight into AOL's strategy. Chuzzlewit-2/1/1999
22 That's an interesting approach Joe. Here's an analysis that I used withChuzzlewit-2/1/1999
21 Steve, you're making some errors in your analysis. The the value of a perpChuzzlewit-2/1/1999
20 CTC, First, I'll repeat your hypothetical: <i>For illustration, let&Steve Robinett-2/1/1999
Previous 25 | Next 25 | View Recent | Post Message
Go to reply# or date (mm/dd/yy):
HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2026 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News