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Technology Stocks : America On-Line: will it survive ...?

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To: Jorge who wrote (11615)10/27/1998 8:24:00 PM
From: Jason Cogan  Read Replies (1) of 13594
 
George:

<<As an investment forget MSFT and invest in AOL, at least for the next 3-5 years....You'll make a much more OBSCENE amount of money in AOL as you would in MSFT.>>

You are starting to believe too much Wall Street hype. Please outline the business case that makes AOL even close to a DELL or MSFT.

Do you really think that a company with $50 million of questionable earnings (after eliminating the network services credit) is really worth $33 billion?

If AOL goes much higher, it's worth more than content providers such as Disney. Do you really think this makes sense?

Regards,
JC
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