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To: Chuck Rubin who wrote (6731)	7/12/1999 12:49:00 PM
From: Kirk ©	Read Replies (1) of 15132

Actually, I disagree. Valuation almost always rules. The big issue is "how"? Some are pricing companies like the multi year battle is already over and the winner is....pick a name with an extreme market cap. IF you think that AOL has a model and market name that others can't eat into, then you probably think they are cheap. IF you think AOL is nothing more than a commodity (an ISP with some content) that some box maker can decide to give away with their machines so they can sell stuff to the the buyers of the box, then AOL isn't worth $25. I am in the 2nd camp but I enjoy a healthy discussion of why people think I am wrong and AOL led by Steve Case is so smart that others can't do what AOL is doing and for a whole lot cheaper... You see, I am looking at "replacement cost" for my valuation model... BTW, the Motley Fools did a really nice discussion of valuation pro and con Saturday for Yahoo! They are not the idiots some make them out to be. regards Kirk out

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