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Technology Stocks : How high will Microsoft fly?
MSFT 492.36-3.0%11:37 AM EST
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To: Jill who wrote (25009)6/27/1999 12:45:00 PM
From: t2  Read Replies (2) of 74651
 
AT&T and MSN join sounds like a good possibility. Both companies would be willing to do this just to ensure AOL does not get too strong of a force. The only problem might be the cable access issue. AOL might get more backing to force the cable cos to open up the cable lines. AT&T does not want the politicians(at all levels) to get more sympathetic to the AOL's cable case. This kind of strategy might help AOL in that regard.

I was thinking that MSFT might really do this free access themselves. It is a matter of getting out there first. AOL will complain about MSFT's tactics to the government/media but this time it will fall on deaf ears, simply because the consumer would be winning in a big way.

Is it any wonder that AOL stock has been falling? I still can't believe those analysts/managers coming on TV and saying, --if you want to invest in the net stocks, stick to the blue chips, meaning AOL and Yahoo. I think Yahoo is in a better position than AOL. If AOL rallies, i might short it or buy puts--something i have not done in a long time.

I think it is just a matter of time for the free access. However, there has to be a lot to gain than to lose for MSFT and/or AT&T. Weakening AOL might be a goal worth purueing.
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