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

To: Vendit™ who wrote (22457)	6/15/1999 7:47:00 PM
From: Tom Tallant	Read Replies (1) \| Respond to of 41369

If don't want to chat with someone I just turn off my computer...hasn't failed yet...LOL Tom

To: Vendit™ who wrote (22457)	6/15/1999 8:51:00 PM
From: Walcalla	Respond to of 41369

This is from the Advisor.com, Any body have any opinions on this? I sold half my AOL yesterday for a 100% gain. I was hoping not to sell any shares but I am not as optimistic on AOL as I used to be. The Adviser.com Alert - the-adviser.com Dear Clients, This is a special edition of The-Adviser.com Alert issued at 8:10 PM on June 15, 1999. Although we intend to stick to our weekly research letter format, we do issue special alerts when conditions arise. This is one of those times. As our regular readers know, the-adviser.com first broke the CEO/CFO layoffs at Compaq, the DELL/IBM deal and the Amazon.com and Borders possible merger talks. Our Monday story on America Online was another exclusive. This letter updates our original article on the-adviser.com. As our loyal readers point out, although Internet access is free in England, the user must pay telephone calls. The challenge to AOL is that the ever increasing bandwidth capacity is driving the price of telephone calls down. This model will result in non-AOL users seeing their monthly access prices decline. The problem is not limited to Europe. In France, a joint venture recently announced free internet access (Liberty Surf). We anticipate this speading to the US. Quite simply, if you add YAHOO!'s content, audience and revenue streams to an international based telephone company, America Online's access revenue stream disappears (We'll address this issue next week). You can't deny trends. AOL Management has made very aggressive steps to retain and grow their customer base (the initial change to flat-free access was constantly denied). We expect AOL advertising revenues to remain strong and e-commerce business to explode. Because of the price cuts, we expect AOL to be a leader in this new model. Good or bad - it just makes the stock extremely volatile. AOL, in their 10Q states "In order to ensure the competitiveness of its offerings, the Company has historically conducted tests of alternative pricing plans, and will continue to do so in future periods."