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Technology Stocks : America On-Line (AOL)
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To: Roger who wrote (24515)6/29/1999 9:57:00 PM
From: Voltaire  Read Replies (2) of 41369
 
Hi Roger,

AOL will move with the rest of the market but it will take substantial news from management to get it in the gear we are familiar with. I sure as hell don't like the movement I have seen lately. I still feel we will have a fairly strong correction following the majority of this quarters earnings reports. I am playing everything based on that opinion. I will be writing hard in the money calls during that period.

I will probably catch hell for saying this but I feel the best near term plays are RNWK, and MSPG. MSPG mainly from a buyout or merger standpoint and you have to figure that as AOL moves so will MSPG. RNWK because to me it has the greatest potential of any high profile tech stock I know. The sleeper is RMBS.

Good luck,

Voltaire
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