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Technology Stocks : America On-Line (AOL)

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To: Mary Baker who wrote (19965)6/3/1999 8:08:00 PM
From: Jacktoad  Read Replies (1) of 41369
 
Mary:

My 2 cents on AOL a year from now:

Continued volatility but sticky on the up side.
Downside volatility will largely follow the market, especially the net/tech sector.
Fed raising rates will have a negative impact over short term( 1-3 months). This is barring any forthcoming news from AOL on more aggressive DSL/Cable implementation or partnering.
Effectiveness of any rate increase will determine future momentum.
Gaining huge chunks of ground going into each earnings season. I'm optimistic that AOL can continue to meet/beat consensus estimates each quarter.
Blow earnings out completely for the Christmas quarter with additional seasonal revs from ads, links and associations/aggreements.
Possible we're solidly into split territory early Y2K.

that's my short take on it. good luck to you.
jt
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