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Technology Stocks : America On-Line (AOL)
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To: Annette who wrote (2104)1/9/1999 5:22:00 PM
From: Frank Ellis Morris  Read Replies (1) of 41369
 
<<I wonder if bad earnings for them will put all internet stocks in a tailspin...including AOL(even though they are the top dog)>>

Hi Annette, My immediate concern for AOL has been two factors.

1. Since being added to the S+P, the stock has performed quite poorly. I hear that some say it is consolidating which seems like a euphemism for bad performance.

2. Internet stocks like AMZN, YHOO and EBAY are knocking ones socks off and AOL is not even moving in sympathy

There is nothing at all wrong with AOL fundamentally that I can see and my reason for acquiring this company was not just because it was a great performer but because it has earned respect and recognition for being a powerhouse world class blue chip internet stock. A collapse of prices on the internet fliers may cause a sell of of AOL but AOL would still in my mind be king and it is not going to go away or be any less dominant.

I will continue to pull my hair and bang on my piano until I see AOL back on track.

For Dell, I cannot understand why any analyst worth his or her salt is not recommending this company for shareholders. I am sick and tired of hearing about Dell's valuation and PE. Every company should make the revenues and have a leader at the helm like Michael Dell. This is not a hype, this is just fact. Great Company

GO DELL and DAMMIT GO AOL

Best Wishes
Frank

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