America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: Steeny who wrote (14254)	5/2/1999 10:07:00 AM
From: RocketMan	Read Replies (1) of 41369

Steeny, I think you are right in your assessment of the situation. AOL has to make an entry into the cable market, and the MSFT liasion to help Comcast in their competition with T is a key early battle in what will be a long war. As to what you should do near term with your AOL stock is something I would not even attempt to say. However, even if there was some near term downside due to investor nervousness, if AOL takes a stake in Comcast this would be a major long-term positive. And I am not convinced that they would take enough of a stake to cause major dips in the stock price, in comparison with the volatility we have seen anyway which had absolutely no root in AOL's fundamentals. For comparison, look at how AOL had a stake in Excite, which they sold a few months ago. That had but minor impacts on either Excite or AOL. If AOL were entering a bidding war, then I would have to re-examine the implications, but from what reports I have seen it is more of a cooperation among companies that don't like each other but are teaming up against a bigger foe. JMHO

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