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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: DOUG H who wrote (20853)6/8/1999 3:21:00 AM
From: Tae Spam Kim  Read Replies (1) | Respond to of 41369
 
AOL and AT&T Cable Access Deal? - 3:18 AM EST - TK
Speculation is rampant that now is the time for AOL and AT&T to do a deal over broadband cable access distribution. I personally don't see this happening, AT&T is going to fight tooth and nail to keep an access monopoly for @Home.

America Online Inc., the largest Internet service provider, and AT&T Corp., which is set to become the No. 1 U.S. cable-television company, may team up to provide high-speed access after a federal judge ruled AT&T must let rivals use its cable network in Oregon, analysts said. ''This gives AOL and ISPs some leverage in negotiating wholesale deals with AT&T,'' said Daniel Zito, an analyst with Legg Mason Wood Walker Inc. who rates AT&T ''outperform.'' ''If such an agreement can be struck, all of the wind goes out of the open-access sail instantaneously.'' - Bloomberg




To: DOUG H who wrote (20853)6/8/1999 4:17:00 AM
From: Crystal ball  Respond to of 41369
 
First 5.94% Interest 30Yr Bond SCARES DOWN AOL a.m., then UP p.m. per AT&T Portland and Access issues and deals.
The timing of this on the "collective consciousness" of investors, is what I predict will set up the trends today after yesterdays nice play. I intend to come out and play today too, after EARLYBIRD WORM.
I am,
Truly yours,
-Crystal ball



To: DOUG H who wrote (20853)6/8/1999 12:20:00 PM
From: stock bull  Read Replies (2) | Respond to of 41369
 
Hi Doug, re:<< My thinking on this was that the market already has priced in the assumption that AOL could get locked out of the cable market. >> I tend to agree. Since most analysts, prior to this cable access issue coming up, had a 12 month price target of around 200 dollars, what are you estimating the new target price to be? I haven't seen any changes from the analysts or brokers as of this time.

Stock Bull