America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: Out_of_the_Trap who wrote (1642)	1/6/1999 11:57:00 AM
From: BomboochaBoy	Read Replies (1) of 41369

Top value manager has AOL as a top holding. William Miller, Legg Mason Trust Value Fund, has AOL and DELL as his top two holdings. He emphasized that AOL is a value play by forecasting, as opposed to using traditional fundamental analysis. He's being interviewed on CNBC for winning Morningstar's Domestic Equity Fund Manager honors for '98. I could laugh. AOL as a value play? The top fund manager in the country (by Morningstar's standards) says so. I'm long AOL, but never considered it a value play in terms of short-term safety. The long-term growth and value, however, are undeniable.

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