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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: LindyBill who wrote (14897)	1/11/2000 9:26:00 AM
From: Mike 2.0	Read Replies (1) of 54805

might as well pull AOL off of our G&K list Why, LB? The combined company now owns a huge treasury of audio/visual content. The AOL/Time Warner combination should culminate in a new realm of interactive television. With vast % of homes wired for cable TV, an increasing % of homes using cable modems, ready for the broadband content (combined TV and internet experience, for example), I think you have a tornado watch here. If one believes AOL was a godzilla (king?) before the deal, you can expect a substantial CAP based increase in stock price once the interactive TV promise becomes realized. JMO, but those who feel internet stocks are just castles in the air, should no doubt notice that with Time Warner content, AOL has gone a long way towards building a solid foundation...

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