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Technology Stocks : Amazon.com, Inc. (AMZN)
AMZN 226.76+2.5%Dec 18 3:59 PM EST
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To: Glenn D. Rudolph who wrote (77632)9/17/1999 11:52:00 PM
From: Lizzie Tudor  Read Replies (1) of 164684
 
Well, I must admit I am not seeing the vision from AOL that is coming from yahoo for example. Look at yahoo's entry into enterprise infrastructure, now doing some home finance billpay stuff and they have free domain parking, movies, greeting cards, football, messenger (which competes with AOL instant messenger)... yahoo is a content machine.

I said on another thread I think Andreesen (who has since left AOL, he was a founder of nscp) was more of a tools guy and lacked in the content area. That CTO office needs to be a visionary and I don't think he really had content vision... there was no reason Nscp couldn't have become what yahoo was from day one after all.

So, my point is I don't think it is just the msft free ISP news that is dragging on AOL - I think it is the realization that some of the AOL content train is a little lagging relative to yahoo... and the messenger really sealed it in some ways, since AOL messenger was pretty popular and here comes yahoo knocking it off.

Now, having said that, I would hold AOL here and not sell. I think it will rise and and do so quicker than yahoo. These are all temporary blips and I like the alliance with Sun anyway. In fact I'm thinking of buying some AOL calls.
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