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: White Shoes who wrote (8376)	2/28/1998 2:26:00 PM
From: sam	of 13594

Personally, I find Yahoo! and AOL to be very different investments. To me, Yahoo! seems to have lots to gain by any and all internet changes. Same thing with the other "search engines" (though calling them search engines now seems to be a misnomer). I think that AOL's ultimate loss will be a big gain to it's competitors: Yahoo!, Lycos and the others. People may begin with AOL but will ultimately migrate to the web for a variety of reasons. (Just like people start with a Packard Bell computer, but often "upgrade" to another brand [Dell, Gateway] as they become more savvy). That said, I wouldn't short Yahoo (though I admit I'm mighty tempted on valuation). Though it may be more vulnerable than AOL due to Wall Street's misunderstanding (imho) of AOL's future potential. I may come to eat my words, but as of right now I'm putting my money (so to speak) behind Yahoo.

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