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Technology Stocks : America On-Line (AOL)
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To: Fred B. who wrote (15146)5/6/1999 12:38:00 AM
From: Marc  Read Replies (2) of 41369
 
I keep adding to my position every chance I get. AOL's earnings will explode once their business to business e-commerce business with Netscape/Sun kicks in in 6 months. This cable stuff will be nothing compared to business to business e-commerce, and that will all happen via a computer and phone lines. Lucent just signed a deal today with Netscape to build a portal for them. This thing is just starting to take off, and analysts are just getting their hands around it. By the time AT&T upgrades their cable business in a year, the landscape will be so changed. AOL EVERYWHERE! Best of luck. Marc
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