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Bloomberg.com: Time Warner's Bewkes May Outline Plans for Cable, AOL (February 6, 2008)
- "Bewkes needs to get rid of AOL's shrinking business for dial-up Internet access and spin off a remaining 84 percent stake in the cable systems division, said Matt Kaufler, a fund manager at Clover Capital Management Inc. in Rochester, New York."
Crain's New York: Microsoft, Yahoo deal raises AOL questions (February 1, 2008)
- "Last year, Google acquired DoubleClick Inc. for $3.1 billion to compete against Yahoo, which leads in display advertising. Some analysts say Google may be interested in further beefing up that line of business by acquiring AOL."
CNNMoney.com: AOL's fate darkens with Microsoft's Yahoo bid - Feb. 1, 2008 (February 1, 2008)
- "And, although it might not be interested in the content side of AOL's business, Google might still feel like it needs to own AOL because it accounts for a small but lucrative share of its search business. Google's current deal with AOL expires in 2010."
Portfolio.com: What Yahoo Deal Means for AOL (February 1, 2008)
- "David Katz, a Time Warner shareholder and chief investment officer at Matrix Asset Advisors, believes that AOL is worth 60 percent more today than it was yesterday. "It puts significantly different valuation metrics on the business," he says."

ZDNet.com: AOL revenue continues to slide; Who are these 9.3 million AOL access subscribers? (February 6, 2008)
BloggingStocks: Will Google bid for AOL? (February 1, 2008)
- "If Google bought the remaining 95% of AOL it does not already own, it would get access to the following assets: AOL Finance's leading market share...AOL's very low search market share...Considerable cash flows."