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Technology Stocks : America On-Line (AOL)

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To: puborectalis who wrote (25976)7/19/1999 8:17:00 AM
From: Marvin Mansky  Read Replies (3) of 41369
 
Stephen Karasick: Thanks for the post. I am new to AOL and I have taken a serious position at 125. I feel AOL is the brand to beat in the Internet. It's got a name like Coca Cola in the beverage industry.

Who else can be compared to AOL as an ISP "utility"? Your post mentions many "what if's". Of course subscriber base increase is very important.

I am dismayed to read that the AOL Europe division is resorting to giving away service for free. This kind of pricing hurts the bottom line near term. What do you think?

Has AOL beat earnings estimates in the past on a regular basis? Will they be held to the mythical whisper number of $0.13 per share? If they earn $0.12 will that cause a sell off?

I think when expectations get this high, the details have to be in the fine analysis of the numbers.

I am confident in management of AOL and model.

By the way, I have a large position in SUNW as well and believe the management of these two companies is "right on"!

I am remaining a long term bull on AOL.
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