SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: Roger who wrote (24515)6/29/1999 9:57:00 PM
From: Voltaire  Read Replies (2) | Respond to of 41369
 
Hi Roger,

AOL will move with the rest of the market but it will take substantial news from management to get it in the gear we are familiar with. I sure as hell don't like the movement I have seen lately. I still feel we will have a fairly strong correction following the majority of this quarters earnings reports. I am playing everything based on that opinion. I will be writing hard in the money calls during that period.

I will probably catch hell for saying this but I feel the best near term plays are RNWK, and MSPG. MSPG mainly from a buyout or merger standpoint and you have to figure that as AOL moves so will MSPG. RNWK because to me it has the greatest potential of any high profile tech stock I know. The sleeper is RMBS.

Good luck,

Voltaire



To: Roger who wrote (24515)6/30/1999 12:55:00 AM
From: KurtVedder  Read Replies (1) | Respond to of 41369
 
Read the following resignation letter from one of the LA Technology Commissioners in favor of open access. For some reason, the Mayor of LA favors closed access but the LA Board of Information Commissioners do not agree. They were supposed to vote on open or closed access on June 21 but three of the five commissioners resigned because they wanted open access.

opennetcoalition.org

San Francisco votes on July 6. It looks like they will vote for open access.