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Technology Stocks : Internet Analysis - Discussion

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To: musea who wrote (10)	2/1/1999 12:19:00 AM
From: larry	Read Replies (2) of 419

Musea, AOL has two big problems down the road. 1) Speed. ATHM is going to pose serious threat to the king of the net, especially when it's backed up by T. 2) Lots of companies offer free service or low fee service compared with AOL. Will AOL be able to keep fighting off these competition or threats? As far as its business goes, I agree with you. It has to become less of an ISP and more of an E-commerce company. The potential is there, but I don't think that AOL has a seasoned management team as compared with that of MSFT and CSCO. MSFT still has a chance to cause serious damage to AOL. And I don't understand how AOL can be valued at 175 with such a meager cash flow. Although I am currently long this issue, I will have to say that even if it gets a 50% haircut, it' still damn expensive. good luck, larry!

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