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Technology Stocks : America On-Line (AOL)

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To: John Hauser who wrote (13131)4/27/1999 2:15:00 PM
From: Tunica Albuginea  Read Replies (2) of 41369
 
John Hauser, " what's wrong with this picture? ".Ans: Growth.
AOL has more growth potential because it is the web ( web is defined as intellectual property+content+software+hardware). AOL+SUNW+NSCP has more of that than DELL.
I just sold DELL at a slight profit( 2 points, <g> ) and bought near term more AOL ( 2 buys today ).
Market/NASDQ is waiting with baited breath for AOL.
The show begins at 3 PM. The true feelings of the market will then appear.

I am betting it will go back up to 162. Reason:
-AOL will meet whisper Nos.
-Cable deal with Comcast will be more positive for AOL+COMCAST than AT&T.Less share dilution because there's two of them.
-If deal goes though, more positives come in because AT&T now less of a threat.
-the web is not overvalued. It is undervalued.

Web= The new millenium,

TA
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