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Time Warner Inc. Message Board

  • toycruiser toycruiser Feb 9, 1998 10:52 PM Flag

    Timing of the rate increase...

    Not withstanding that rowrowing Marathi woman's inpt,
    The estimate for this quarter, which is due in May and Case is already begging analysts not to raise, will not see any of the proposed additional $2 AOL is hoping to get. What that report will show, however, is a bunch of AOL users' cancellations, which will influence the earning of the month of March.

    Above reasoning implies that the more reasonable "timing" for AOL to declair the price increase should have been the last day of February or early March.

    There is NO WAY that AOL will meet this quarter's already established estimate in May. For that reason, unless AOL totally and overwhelmingly beats 16 cents tomorrow, looks those puts I have purchased(especially the Feb 100's which I paid a buck a shot) will really pay off by the third Friday of Feb.

    Good Luck, everyone.

 
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