I think AOL has been hammered a lot because of concerns about free (Internet) service, about their slowing growth internationally and a few other issues including broadband, ... But you can't argue with 18 million customers. And of course their customer turnover rate has never been (lower). So, the company is holding to their customers longer, they have a much larger base. I think (Chief Executive Officer) Steve Case will find a way to make it through these issues.
More Quotes from Alan Braverman:
If you track the IPO stock action over the last couple of months, you'll note that the pop off the IPO has actually started to fall over a period of time,Alan Braverman
This year we expect a three times larger Internet Christmas season over last year, and last year was three times over the prior year, ... The winners are going to win disproportionately. Amazon is the head of the pack.
Alan Braverman
They're managing their growth quite well.
Alan Braverman
My view continues to be a general, high-volatility sideways stock action through the summer. After the summer, however, I am a strong bull in terms of believing that the stock action will move up.
Alan Braverman
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