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: JayPC who wrote (14960)5/5/1999 3:07:00 PM
From: Steeny  Read Replies (2) of 41369
 
Too many of you are worried about AOL's cable large bandwidth strategy. These fears are unfounded. Case will do what it takes to get into this market, whether with T/ ATHM or whomever.

The Thing to worry about is P/Es. This is what buyside(funds) people are worried about. The pe on some internet cos are way out of line compared to other high growth companies i.e. computer companies. Many fund managers feel that the internet firms should trade between an even pe base with computer or software cos to 2x computer cos. AOL is around 300 and MSFT is around 60. You do the math. Either the pes on computer cos need to rise or internets have to fall to make the funds happy.
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