Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

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To: Frank Ellis Morris who wrote (21511)	11/20/1998 1:08:00 PM
From: Sonki	Read Replies (1) of 27012

AMERICA ONLINE (AOL) 82 15/16 -7/16. Market rumors that AOL may be looking to make a major Internet acquisition enough to warrant a research report on the subject from Hambrecht & Quist. According to the firm, there has been significant speculation in recent days that AOL will make a high-profile purchase in the Internet space. Companies that H&Q is hearing are potentially in the cross-hairs include Netscape (NSCP 38 1/2 +1 15/16), Excite (XCIT 51 1/16 -5/16) and @Home (ATHM 52 7/8 +3/4).... H&Q believes any potential deal would have to be "strategically and fiscally sound." On the strategic front, believes it is clear that AOL would like to improve gross margins. One strategy would be to increase daytime usage of its services. Currently, AOL's heaviest usage occurs between 10 PM and 1 AM EST. In an attempt to boost daytime usage, H&Q believes the acquisition of a portal such as Netscape's NetCenter could make sense. Moreover, believes NetCenter could be profitable operation on a stand-alone basis. Because firm does not believe AOL would jeopardize positive earnings, does not think company would make a move that would be significantly dilutive, which immediately excludes cash hemorrhaging cable Internet access company @Home. H&Q also mentions Lycos (LCOS 61 5/16 -11/16) as a possibility, as company is expected to turn profitable in fiscal 2000. H&Q continues to rate AOL a "strong buy."

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