IDBI Capital- AOL

Download here

No, Time Warner isn't suing Google

The UK's Guardian has an intriguing little story today: Time Warner CEO Dick Parsons (who, one must disclose, signs the Browser's paychecks) is negotiating with YouTube to deal with the problem of videos that infringe his company's copyrights, and now that Google's buying the video-sharing site, Parsons says he's going to move those negotiations to his company's partner, which owns a 5 percent stake in Time Warne's AOL unit. A sensible approach, and smarter than suing, right?

Read more

To compete with Google, Yahoo! should buy AOL

AOL has never quite worked as planned for Time Warner, Inc (NYSE: TWX). The merger of the two companies is seen as the cause of the drop in TWX stock to today's $19 -- much improved from earlier this year, but still well below $91, where it traded over six years ago. AOL is taking a large risk by trying to migrate from a subscriber-based revenue model to one driven by ad revenue.

It is hard to say what AOL is worth. One way to look at it: With Time Warner's market cap at $77 billion and AOL representing about 20% of revenue, the company might fetch $15 billion, depending on whether any of Time Warner's debt is involved. Since AOL is in transition, TWX might even sell the company for less.

Read more that bloggingstocks.com