AOL Rolls With Video

"It may actually help AOL somewhat," says Peter Jankovskis, director of research at Oakbrook Investments, which owns Time Warner shares. "The more reasons you have to go to their portal, the better off they will be."

About 100 million users "consumed" some type of online digital media such as video stream or downloads in August, according to comScore Media Metrix. That is spurring interest from advertisers who are shifting their spending to the Web.

"We like it because it's something that people are paying attention to," says Susan Nathan, a senior vice president at Interpublic Group's (IPG Quote - Cramer on IPG - Stock Picks) McCann Erickson media buying unit, which plans to conduct a study on the appeal of Internet video.

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