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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: KY who wrote (189)	2/20/1999 1:45:00 PM
From: Ron Mgrublian	Read Replies (2) of 54805

> AOL seems to be holding up much better than the other nets. YHOO has lost around 40% of its value lately; AMZN around 50%. AOL has hardly been dented. AOL has been annointed as the net stock "you can trust" by the analysts. S & P addition also adds some stability. Fund managers are just waiting to enter the net game, and AOL is the way they are going to do it. For this reason, I don't think AOL will be losing half its value over night.< Yes but AOL is a old fashion content provider. They're the only one left. Most the AOL customers I know tell they think its service sucks. I think most people don't switch because the internet is not that important to them right now. As it gets more important, I believe you'll see companies like Earthlink and Mindspring reap the benefits. One day AOL is going to have to make the jump from content provider to internet company. Can Netscape bail them out?

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