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Technology Stocks : USRX
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To: James F. Hopkins who wrote (9836)2/2/1997 1:43:00 AM
From: Fred Fahmy   of 18024
 
James,

What investment in AOL does USRX have other than they are a big customer about to become a bigger customer? Sorry to say your post makes absolutely no sense unless you are suggesting that AOL is about to go out of business. AOL's problems most definitely represent incremental opportunity for USRX. When AOL's problems get solved (and they will get solved) it will be due in large part to AOL buying additional USRX hardware. BTW, the troubles you are referring to are due to AOL having more demand than they can handle. Although this is not desirable problem in the short term, there are much worse problems to have. AOL continues to be one of the premier on-line services.

For the record I have no position in AOL but a growing long position in USRX. I would like to see just one more dip to the 66's so I can complete my accumulation.

FF
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