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

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

CNET 1.290

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3:50 PM EST

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To: Toby Zidle who wrote (248)	6/23/1998 3:58:00 PM
From: Randy Ellingson	Read Replies (1) of 1133

Toby- I saw that article, and read the CNet section though I have not read the entire article. Pretty interesting I agree. I wonder if the author would still be a buyer at these levels, and why. If CNWK provides high-value to content all around the web, then I see excellent earnings possibilities. I must admit I have trouble seeing clearly into the future with these companies, but the foggy picture looks pretty sunny for companies that establish themselves as quality on the internet. OTOH, if YHOO and AOL were to merge somehow, that would spell mass confusion for shareholders of many other companies. And be very very good for both AOL and YHOO I suspect. YHOO's biggest strength vs. AOL is the .html 'infrastructure' in place. AOL's got work to do IMHO. Randy

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