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: Keith J who wrote (7865)	2/14/1998 10:13:00 PM
From: Pancho Villa	of 13594

>>It appears that the Company is comfortable with our current $1.50 FY 1999 EPS, but feels that our $0.93 FY 1998 estimate may be high. << Typical of a soft low free cash flow - low margins operation. >>Given our belief that online media and commerce stand to become multi hundred billion dollar markets long term we feel that AOL stock should represent a core holding for media investors seeking exposure to the rapidly growing Internet.<< A lot of BS from analysts. >>We plan to revisit our current model within the next couple of days, at which time we will also evaluate our target price and valuation which we believe is likely to come up. We reiterate our "strong buy"(1) investment rating on AOL stock.<< They will downgrade after dumping their holdings.

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