CNET: The Computer Network (NASDAQ:CNET) Message Board

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Technology Stocks : CNET: The Computer Network (NASDAQ:CNET)

CNET 0.715

-9.3%

11:30 AM EST

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To: AJ Berger who wrote (199)	4/16/1998 6:34:00 PM
From: Randy Ellingson	Read Replies (1) of 1133

I agree many of the valuations are incredible. What's more incredible to me is the valuation of AOL, not because they aren't able to make money but because I think their future is quite clouded by companies like Yahoo. The big thing is that AOL is set up almost entirely with proprietary programming as opposed to html. The web is much bigger than AOL, and AOL's place on the web may be small after the web grows even larger. I might be wrong, but I figure that Yahoo's market cap will exceed that of AOL's in the next two years. As for CNWK, they do appear to have content (even worthwhile). I noticed this for example: cnet.com Not bad. Good luck to you as well. Only in my dreams many would say, but I'd like to see a quick double from here for CNWK... Randy

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