America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: robert duke who wrote (3243)	1/24/1999 6:15:00 PM
From: May Lee	Read Replies (3) of 41369

I would not take Bob Brinker's comment seriously. He has been bashing internet stocks with a passion lately (Just like people on CNBC). Yesterday, he practically critizied AOL with the likes of AMZN, YHOO, eBAY, etc. as if they were all the same. Today, when someone asked him specifically if he also would say the same for AOL, he admitted that AOL does have income. But he thinks AOL's p/e is too high. (I would say AOL's p/e is closer to that of CSCO than AMZN. AMZN's p/e being infinity and YHOO's p/e near the thousands and AOL's p/e at between 100-200. But CSCO's p/e is over 100. The reason CSCO can command such high p/e is because it is the leader in internet connection building. He thinks AOL should not comment such high p/e when S&P's other components only average a p/e of 20. How can one expect AOL to command the same p/e as some of the dying or no growth industries) Anyway that's the way I view his comments. He always gloats over his good recommendations over and over such as AMAT, NVLS etc. But never mentions his bad recommendation such as UTEK.

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