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

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To: Christopher Charles Milas who wrote (6816)1/14/1998 1:37:00 AM
From: Steve Robinett   of 13594
 
Chris, Yahoo already has content in place and popular on the web. MCI already has a network in place that they would like to add a bit more traffic to. The cost here for both companies is small. I'd guess they could price the Yahoo/MCI service VERY competitively and still make a few bucks. Plus, it's a low risk deal. If it doesn't work, they can exit the market cheaply. The actual monthly price they come in at should be interesting.
Best
-Steve
P.S. I doubt you'll get the "slight dip" you want to buy more AOL. As I've been saying for several weeks on this thread, I think AOL is heading for $100/shr, perhaps a bit more. Instead of buying on dips, you might consider selling on blips.
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