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To: horsegirl48 who wrote (1339)	6/4/2001 4:05:21 PM
From: im a survivor	Read Replies (1) of 13815

Postive words for AOL Scott Kessler is the Internet stock analyst for Standard & Poor's Investing Q&A Q: How do you see the overall stock market right now? Cautiously optimistic for the next 6 to 12 months Interest-rate cuts coupled with the recently enacted tax cuts will prop up the economy He sees renewed growth beginning in the second half of 2001 Q: On Net stocks, do you see any prospects for a recovery? Internet stocks have bounced quite nicely off the bottom achieved on April 4th The sector is up some 52 percent since that low We are at the beginning of a long-term bullish period for many of these stocks Q: What Net stocks have shown the best bounce? Several stocks that have held up relatively well in this environment including buy-rated stocks such as: ADBE AOL DCLK Q: One analyst told us last week that he hears anecdotal evidence that Internet advertising is starting to revive My checks have indicated similar information I have upgraded to STRONG BUY both AOL and DCLK The online advertising market has potentially bottomed and more than likely the demand for online advertising will accompany a rebound in the economy Q: How about Yahoo!? YHOO has clearly has been knocked off its pedestal over this period Its huge user base includes over 192M registered users Company is still in the process of transitioning from a business model reliant on advertising to one with more diversified components He thinks the jury is still out on YHOO! Q: And BroadVision? For BVSN he is and was optimistic about the company's long-term potential Until the company provides us with an indication that its customers are continuing to buy and deploy its products, we remain somewhat cautious Q: What business model do you expect to do best on the Net going forward? If the down draft last year into the 1st quarter of this year has taught us anything, it is that a diversified revenue model, coupled with a strategy to generate growth and earnings, is the best framework Other things he looks for in companies include large market share, competitive advantages, and continued improvements in fundamentals Companies that come to mind include AOL, ADBE and EBAY Q: Can you expand on your views about AOL? The company is poised to easily outperform the market over the next year AOL exceeded expectations that were untouched by pre-announcements They have several positive revenue catalysts in place They have the most valuable assets and deepest management team in its industry Other companies he likes are: AKAM and RNWK and would also put DCLK in the list Note of caution...investing in Internet stocks is extremely risky and as these companies provide significant upside opportunities, so too do they have notable downside risk, so his advice is to stick with the leaders that have proven their ability to execute Q: Is now a good time to buy Ask Jeeves? Although he does not cover ASKJ, he is very skeptical about their business model

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