America On-Line: will it survive ...? Message Board

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Technology Stocks : America On-Line: will it survive ...?

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To: James F. Hopkins who wrote (3087)	5/12/1997 9:20:00 PM
From: Raymond	of 13594

Hi Jim: I agree that AOL has a lot of air in their earnings report and eventually (in a year or two) they will have to show profits to their investors or the stock will be a disaster. However, I'm in deep belief that sometimes a genus can achieve the impossible. AOL has historically been a nightmare for shorters and I believe this is largely tied to Steve Case. AOL's valuation may seem ridiculous at this moment but who knows what's going to happen a year later? I haven't followed MSFT too long so I don't know if there is any stories of shorters out there. Don't you think it's rediculous to value a 150-billion company at PE of 50+? Well, I would think so, but I would never bet that MSFT would go down, because I can't imagine what BillG is going to do. Well, I wouldn't put BillG and Case at the same level though, and MSFT and AOL are definitely not comparable finacially. Anyway, I like AOL as an investment idea but I don't like their current valuation and balance sheet. I'll wait to see. Raymond

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