America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: Steeny who wrote (22861)	6/17/1999 2:25:00 PM
From: john douglas	Read Replies (2) of 41369

Steeny, please explain why you think CPQ's earnings warning is a negative for AOL. Conventional Wall Street wisdom is that Compaq's problems are (a) partly company specific, and (b) partly related to collapsing pc prices. Falling pc prices would seem to be bullish for AOL. Lower prices, more units sold, more households as potential AOL subscribers. What's your take?

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