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

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To: James F. Hopkins who wrote (3185)5/22/1997 12:42:00 PM
From: Joe Gleason   of 13594
 
I've been a long time ANTI-AOL person.. However, take a fresh look at a few things... before jumping to the short side... (I am just waiting)!

1) *They are finally showing real signs of profit...
2) *They've begun to aggresivly promote addvertising and on-line
Product sales.... this can be very profitable!
They've also brought in some top names for those areas
3) Cable Co's appear to be backing off there internet cable
programs
4) getting someone to switch systems isn't easy! It will take an
Industry shift @ the opperating level to speed that along..
ie.. if you use AOL - you can't....xxxxx

--- Counter that... with
There will still be huge pressure for price!
Someone smart will eventually come up with a good switch campaigns!
The stock is getting pricey - the next tech sell off will hurt this one!
I agree we'll sign 55-58 before we see 49! We'll see how much MO_mentum this market has-- if it start to get tipsy - AOL probably won't hold up! -

I am evaluating the right puts now! - Any suggestions?
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