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Technology Stocks : America On-Line (AOL)
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To: Uncle Frank who wrote (8657)3/31/1999 4:08:00 AM
From: Dr. Id  Read Replies (1) of 41369
 
Frank,
Excellent post re: CSCO and AOL. It's still amazing how many investors don't get the CSCO story (as a primarily software company). I would never sell my CSCO to buy more AOL. They are both long-term holds in my portfolio. In my experience, CSCO doesn't move as volitally as AOL, but it steadily moves UP. It's downside is much less than AOL's (at least potentially). I don't think anyone can go wrong with both in their portfolio's (along with some INTC, RMBS, VTSS, etc!).

JB
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