America On-Line: will it survive ...? Message Board

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Technology Stocks : America On-Line: will it survive ...?

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To: Brian K Crawford who wrote (2276)	3/8/1997 6:31:00 PM
From: James F. Hopkins	of 13594

Hi Brian: From time to time, in fact a lot of times, have you noticed how some good companies have the share price go way down, and some dogs climb. What I'm leading to, is u often have to seperate the share price from the company..and look under the rug..Have you checked out the big holders in AOL..most of them funds and institutions..but do you know who is the biggest ?...and what other stocks that company holds..did you know that even though Puttman is the largest holder of AOL that AOL makes up only a small past of their portfolio, with other companies taken big hits in the last few weeks the funds have had their hands full..take a look at what the mutual funds are doing, the high groth ones that are heavy weighted in technoligy..don't stop with one or two..look at them..notice were thev majority have most of their money..in short use them as an index..and don't look at last years profit..see how they have done from JAN 1st.this year ! Your going to be surprised.. the tech sector has gone bearish..it got over priced..big turn down in NAV..of funds in particular ones weighted heavy in techs..they not talking about it..but it shows a trend.. it's spreading..when this happens they all take hits, not all at the same time..as the funds have priorities..sooner or latter they will thin out their holdings on AOL, they going to have to if the trend keeps going.. BTW look at CWIX CABLE AND WIRELESS, NYSE:CWP she is a good long, strong balance sheet..and is going to grow, and has a relitive low rate of institutions into her ( so far ) be very carefull of any stock that's got over 50% owned by instiutions, they can take over night hits that will pop your socks off. Jim

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