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Technology Stocks : Who audits AOL's membership numbers?

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To: Thom Taylor who wrote (21)4/3/1997 9:39:00 AM
From: Val   of 65
 
Golly, Thom, that is a message and a half - lot in there. I'll just touch on a couple of point.

I think you are quite right on most all points. Good thinking and observing on your part.

I would not go long on AOL. You are right, right, right. The bubble will burst one day - do you not agree? Any idea on when it might burst (if you agree). One day AOL, if they do not continue to land lucrative advertizing contracts, will have trouble paying the bills. They know this. When it happens it will be pretty big news.

Yes, AOL has habit and conveinence going for it. The company is not all bad, they do provide a good service (just a lot of problems which you have identified).

On U.S. Robitics, I must make time to go to related threads. I heard they are working on a modem that will transfer data over the TV cable at a remarkable rate while not interrupting the television reception. Do you know anything about this? Wouldn't you call this a breakthrough if they can pull it off?

On NTSP (Netscape): I hope to make time to pick up on threads there. How is it that when Navigator is clearly the best browser around that NTSP is not considered a pretty great internet play?
Are you participating in other threads (probably).

Back on AOL, I might take a look (certainly not right now) at LONG puts. I want to be out as far as possible but I do not want to pay a lot for the right.

Do you think AOL might be in a trading range? If so what to what? One responder put it at 34 1/4 to 43 1/4. When AOL hit 47 fairly recently I said that is a great put point. Had I acted (the usual) I (anyone) would have made out pretty well.

AOL thinks their own stock is worth $54? Do they say so?

Nother thread (again): Would you go short CG? Seattle Val
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