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Technology Stocks : America On-Line: will it survive ...?
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To: Brent D. Beal who wrote (5170)10/23/1997 10:34:00 AM
From: IKM  Read Replies (1) of 13594
 
I've been a lurker, but today I've shorted the stock. I've been looking for a hedge for my other positions and this is it. I just figure at this point the upside/downside evaluation says sell. I'm actually betting more on the market than on AOL, but believe that if we take a tumble in the market, AOL will move further and faster than others. What's been happening in Asia has been disconcerting. I keep asking myself, "Where is the linkage that with hindsight will seem so obvious?" I don't want to be kicking myself for not doing this a few months from now, so I'll forego some upside in my total portfolio to hedge against the downside. BTW, one of my major long bets is on UMG, a major player in cable modem access. As their customer numbers start to climb, punters on this stock will begin to realize that success of HFC-based providers means AOL's market share will erode from the high end, and potentially very rapidly.
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