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Technology Stocks : America On-Line (AOL)

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To: Shafik Habal who wrote (36372)1/3/2000 1:43:00 PM
From: Shafik Habal  Read Replies (1) of 41369
 
Follow up Analysis on AOL: (due to too many PMs asking for an explanation)

+ points:
1.) In the last 3 years AOL has not traded lower into earnings in Jan than the low of the last wk of Dec

2.) Smallest percentage gain over the last 3 years would make it 129

3.) If it gets 100 I'd consider taking some off to cushion rest and ride the remaining shares up ( or do CCs )

Now for the - and/or neutral points:
1.) You have to take into account that AOL is no longer considered one of the "Hot" net and more like a normal stock now

2.) AOL has too many shares out there now

3.) People want B2B and infrastructure plays.. AOL is neither

I do think AOL has a decent shot and i'm putting my $ where my mouth is. Best of luck to all.

Regards,
SH
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