Direct TV got their ass kicked by cable and AOL
got theirs kicked by T. They get together to try to
combine their services thru, and now get
satellite dish to a set top box that needs a dedicated
phone line thru a 56k modem! WOW! A breakthrough! They
haven't even developed
it yet! What happened to ADSL?
What will this service cost? Imagine when something
goes wrong - who do you call? How fast is the
upload/download? How much will this cost them to implement this?
How much doe a set top box cost? What about the
existing satellite box?
Does the customer throw it
I'll reserve judgement on this 'new'
They really have no other choice if they want to
Cable beat satellite dish tv already and AOL has
no broadband access.
The AOL price is up
because of a ML upgrade not this news.
What other business does it want to go into? As
Grove pointed out, the internut world seems to have
unlimited capital thrown at it, because people are dazzled
by the possibilities. But it is just that,
possibility. Reality will hit some time. It took 40 years for
an investor to recover his money after Radio
Corporation of America (RCA) collapsed in 1929. Radio was a
great technology. The internet is a great technology.
Both seemed to be "limitless" in potential. But in the
end, all businesses are valued on one thing: CASH
FLOW. Unlike MSFT, AOL will never be able to extract
monopoly rents. It is like any other broadcaster, but with
an interactive element. At some point, wall street
will see the limits and begin to assign a real value
to the company. Today's real value, assuming it can
exercise its strategy: 50 dollars.
AOL has a combination of branded products, 18
million subscribers and high-speed access opportunities
suggest AOL is THE strongest Internet related stock and
that it's fundamentals are strong.'' AOL has huge
leverage to embrace broadband at cost of AT&T or partner
with them. They also have high speed access levereage
with big DSL/Wireless announcements within one to four
Number One is AOL has a strong revenue machine built
into its Internet service business, but the company's
potential for advertising and electronic commerce revenues
is its ``hidden gem.''
AOL will power up to
$230 over next month and split announcement will be
announced at annual shareholders meeting to power it even
high. Shorts if you haven't covered yet -- it's too
late see ya at 250 plus!
people continue to short this stock. Time and
time and time again AOL bottoms out just to explode
and leave the bodies of a new generation of shorts in
its wake. Guess there truly is one born every
Shorts, your pain has just begun.
There is a bit of resistance at 139 for AOL....
if AOL can summon enough buying pressure to
breakthrough 140, then it's full steam ahead to 160 where more
resistance will be encountered. For now, things look upbeat
on the stock. Everyone fails to remeber that AOL has
over 17 million suscribers and therefore alot of
LONG AOL and good luck to all AOL holders.
& Intel in mid-70s...you will find same
valuatioons + negative comments such as yours. Recognise that
Internet = same drama plays as the microprocessor and
mdos...the difference is that Internet is the individuals
game + its mind-bogling globality.
Software Publishing Corp. (SPCO)
http://www.spco.com is getting ready to launch its community website
http://www.VisualCities.com. Software Publishing is widely known for its
Harvard Graphics software and it has put its top
programming talents into developing the new web community.
SPCO's web community is comparable to those of GeoCities
and XOOM.com. SPCO has 2.10 million shares float and
less than 4 million shares outstanding. SPCO currently
trades around $2 and has a market cap of only $8.2
million. Compare that to $103 per share and a market cap
of $3.35 billion for GeoCities and $82 per share and
$1.31 billion in market cap for XOOM.com -- SPCO is
Buy it now for a huge reward when the
community website is launched. The upside potential of this
company is incredible. The web community itself is worth
several times the current stock price. What would the
valuation of the web community be if it were to be spun-off
in an IPO or sold to another firm? The community
website sector is now very HOT - as witnessed by the deal
between NBC and XOOM.com.
Check out the chart of
SPCO. The stock currently is in a strong up-trend and
on its way back to the $20 range where it was
trading three years ago: