SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line: will it survive ...?

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: J.S. who wrote (10516)7/1/1998 12:26:00 AM
From: Scott Maxwell  Read Replies (1) of 13594
 
AOL's growth is also endangered by cable modems and other local access innovations which are beginning to penetrate Middle America. These new local options tend to be run by people who don't want users thinking of AOL as their portal. The Big Guys (ATT, Microsoft, etc) will cut AOL out if they can...

I don't know if shorting is a good idea, but when growth slows you could see quite a compression of PE here. If you want a portal stock, buy YHOO.

Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext