- Will be listed today
- zero debt
- current CEO is ex-GOOG, in charge of ads (how much will that change in terms of strategy?)
Revenue Source
- dial-up subscribers,
- ads revenue
- content licensing
Competitors
- YHOO, GOOG, MSFT etc
Risk
- falling ads revenue for the possible next quarters (may report its first quarter with increased revenue due to holiday season)
- primarily a US play, how are they going to attract audience beyond the shores of US or increase its share?
Opportunity
- publishing industry going through restructuring
- opportunity to hire talents and seek new shores
- most likely will put together a plan to grow revenue from mobile devices
- possible partnership or acquisition with Garmin (mapping is an important play on many companies now, AOL also owns maps)
What else?
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