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Technology Stocks : America On-Line (AOL)

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To: vegan77 who wrote (41358)6/23/2010 5:01:26 AM
From: Arthur Tang1 Recommendation   of 41369
 
Its easy to see no future in cloud computing, private or public. But cloud computing is from data centers, which AOL server farm(5000) can improve by cheap $150 1.5 terabyte hdds.

AOL customers were older generation, not likely to change much, as long as AOL gives them comfort in traditions. Community, social network and cloud computing business transactions such as online banking or ebay hobby collections can stay and build growth.

Advertizing revenues came from AOL community. Then AOL had venture investments. They recently sold something I forgot.

So, the growth and asset value is in the server farm if they change a few hdd to expand data storage capacity, that they can sell on the open market.

In technology, fortunes change too fast to short some stock on short sighted perceptions. Computer industry is banking on server farms doing cloud computing efficiently. Data storage capacity(hdd, DVD/blurays/movies on demand, nand flash) is key to success in server farms.
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