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Technology Stocks : America On-Line (AOL)
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To: Smart Investor who wrote (2468)1/12/1999 7:43:00 PM
From: Paul van Wijk  Read Replies (2) of 41369
 
Just bought some DIS today. Have a very good feeling
about it. So my "internet"-portofolio now has 4 stocks;
AOL, ORCL, DIS, Landis (dutch).
A few weeks ago it was said in an article about Oracle
that the internet can be compared to the goldrush.
And that there are two ways to make money, go for the
gold or sell the picks and maps. The picks and maps-
companies seems to have a better risk/reward ratio.

I consider AOL the company that both sells picks and
maps and meanwhile go for the gold. But I am
"the never put your eggs in one basket" kind of guy.

So that why I picked a few others. Well-positioned to
profit from the Internet-boom but most not really
discovered as Internet-companies and cheap in
comparision to the "real" internet companies.

Internet will create a tremendous growth. But
I have a very strong feeling that a lot of people
are betting the wrong companies lately. Too many
hot balloons out there.

JMO

Paul

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