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Technology Stocks : America On-Line: will it survive ...?
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To: Joyce Chen who wrote (9245)4/2/1998 10:03:00 AM
From: rhet0ric  Read Replies (1) of 13594
 
That's why both AOL and YHOO go up dramatically.

I agree. If anything, the Internet is under-hyped. (Though I still wouldn't go long YHOO given its valuation).

My take on AOL is slightly different than most bears, from what I can tell. The problem I see for AOL is not that the Internet is over-hyped, but that AOL is not aligned strongly enough (in reality, not marketing) with the Internet.

The Internet is not a bubble. AOL is a bubble. The two will differentiate themselves over time.

rhet0ric
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