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Technology Stocks : America On-Line (AOL)

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To: MrThesp who wrote (13388)4/27/1999 5:30:00 PM
From: Hawaii60  Read Replies (1) of 41369
 
ARTHUR HOGAN, CHIEF MARKET ANALYST AT JEFFERIES & CO.

''(AOL) Beat estimates and it was right on the screws if you look at the whisper numbers. If you are going to look at the big 3, this is one of them and you want to look to them for leadership. It's very good for the technology sector, and clearly good news for technology tomorrow.''

Hogan said the whisper number, an informal, non-published estimate, as opposed to the figures published by a tracking service, was $0.11 a share.

DONALD SELKIN, CHIEF MARKET STRATEGIST AT JOSEPH GUNNAR & CO.

''Well, the whisper number was around $0.11 a share. I think the stock will be all right, because it sold off today. So this number won't take the stock to a new high, but it should make back some of the losses today. The stock could probably get back into the $160's tomorrow.''

AOL is Selkin's top holding.

VIKRAM KAPUR, VICE PRESIDENT OF RESEARCH AND SALES, GUZMAN &CO.

''Very strong. What you saw with AOL was a big run-up after the sell-off Monday and today we saw a bit of profit-taking ahead of the earnings. Tomorrow, we should see a pretty decent rise in (AOL's stock). I don't think anyone expected AOL to be below estimates, but this is a solid report.''

GUY TRUICKO, PORTFOLIO MANAGER, UNITY MANAGEMENT

''At first blush this looks like a good solid number. The stock was off today and I'd suspect we could see some of that reversed early tomorrow.''
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