|I agree with you, the fundamental analysis doesn't seem to indicate any immediate threat to the existence of the company. The fact is that the revenue generated by providing the internet service will dry up in no time, and as far as their advertising revenue stream goes things don't look all that hot either (ie. what does AOL offer that the users don't get from google, yahoo, MSN/bing, or even facebook ????)|
My recommendation is to take a careful look at the LEAPs, as the short bet against this company makes quite a bit of sense (all things considered). I see this stock in mid-teens within next couple of years (that is of course if nothing majorly bad happens in the markets, which in itself is a shaky assumption).
Anyhow, any other shorting ideas for the near future?