America On-Line (AOL) Message Board

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Technology Stocks : America On-Line (AOL)

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To: Vendit™ who wrote (17182)	5/14/1999 6:15:00 PM
From: Robert Rose	Read Replies (2) of 41369

Hi Vendit: Good question. Here's my answer: cmgi. It is my largest holding, aol my second. The only thing that will derail cmgi would be a serious bear market. Otherwise, its fundamentals portend clear sailing. If you believe in the Internet revolution, and any aol investor must, then it is hard not to love cmgi. Internet venture capital and mutual fund, headed by management on par with Case. In the last 12 months, cmgi is up 1200% vs aol's 600%. For the first time in this past year, a cloud hangs over aols' halo: what about cable? Don't get me wrong, i still love aol and trust that Case will resolve the cable issue. But for now it makes aol a somewhat riskier investment than it has been in the last year. Rob

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