SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL)
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Smart Investor who wrote (8590)3/30/1999 8:20:00 PM
From: Out_of_the_Trap  Read Replies (1) of 41369
 
With all respect, csco is not a good comparison. They have mfrg cost that AOL or MSFT will never see. The upside potential on net income for AOL & MSFT is off the chart. This is not to say that csco is not a 'standard maker', it's only to say that AOL can accelerate their income faster and in a shorter time frame then typical manufactured products.

This is the primary reason that MSFT blew by GE in mkt. cap. And remember: Thomas Edison launched GE before 1900. It took them 90+ years to get where they are and ONLY with the help of GE Capital, which has become a major profit center for the corp. Wait till the Japanese economy comes back. GE Capital has been shopping(they bought up Japanese auto loan companies @ a bargain last fall) and they're going to be underwriting a substantial number of car loans in Japan looking forward.

Long term and accelerated profits are in software, not hardware. I'm a 4 baggier on csco since 4/25/97. I sold my remaining csco last week and put it into AOL because I think it will out pace any such hardware maker in profits, like it's standing still. Why do you think the SUN/AOL ‘lockup' is so awesome for SUN? They have what other hardware people don't have(AOL) and AOL/Netscape has what MSFT doesn't have(SUN/JAVA).

IT'S GONNA BE FUN!!!!!!!!

IMO
OT
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News