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

To: Ed Forrest who wrote (24597)	6/30/1999 4:46:00 PM
From: Sonny McWilliams	Respond to of 41369

dailynews.yahoo.com Sonny

To: Ed Forrest who wrote (24597)	6/30/1999 4:52:00 PM
From: Mark S.	Read Replies (1) \| Respond to of 41369

thought you might find this interesting: internetnews.com

To: Ed Forrest who wrote (24597)	6/30/1999 4:54:00 PM
From: Hobie1Kenobe	Read Replies (1) \| Respond to of 41369

Ed, From my simplistic mind emanates this thought -- because of AOL's float relative to other net stocks, big price moves will only occur on significant news and institutional buying. Until the herd of elephants returns, I believe the price moves will be disappointing. Good trading! JF3

To: Ed Forrest who wrote (24597)	6/30/1999 5:15:00 PM
From: TARADO96	Read Replies (1) \| Respond to of 41369

<To all: What are your opinions on todays price action?I for one was not real pleased with the overall movement,especially after the bell.I get an uneasy feeling that something is just not right with AOL.I hope I'm wrong but it has been dwelling on my simplistic mind for a while. Ed> Ed: I share your uneasy feeling. However, it must be noted that RNWK went up only by 1/4, ATHM by 2, etc. So, AOL, while it did not go up like AMTD, YHOO, it went higher than some other inets. Perhaps the reason Yhoo went up over 10 points is because it reports on July 7, and AMTD went up over 12 is because it splits 3-1 on July 2, payable July 6. Now that we got our neutral bias toward the freaking interest rates,I still believe that we will make a significant run towards earnings. What happens next, only God knows. Good luck my friend, Tar

To: Ed Forrest who wrote (24597)	6/30/1999 5:23:00 PM
From: David E. Taylor	Read Replies (1) \| Respond to of 41369

Ed: Institutional buying on AOL per I-Watch was very light again, even in the last couple of hours. Seems to me there are a couple of heavy overhangs on the stock which need to be cleared away before we have a major up move: (1) Despite the DSL, DirecPC and Palm Pilot access routes for AOL, cable access seems to be viewed by the street as a "must-have". AOL needs a major deal here, probably won't happen until the Portland appeal is either settled or AT&T sees that it's going to lose. (2) Given the importance of subscriber revenues to AOL's bottom line, the street seems to be waiting for some assurance that US subscriber growth is not being hurt by ATHM, and that overseas growth isn't being hurt by the "free access" providers. IMO, these two issues aren't likely to be settled quickly, but will take at least a few months (or quarters if Y2K gets in the way) to sort out. It's clearly going to take some heavy institutional buying by Fidelity et al to get us through the technically heavy resistance between 112 and 120. David T.

To: Ed Forrest who wrote (24597)	6/30/1999 5:44:00 PM
From: Midtown eBoy	Read Replies (1) \| Respond to of 41369

Ed: Institutions were selling AOL all day, which I believe offset individual investor buying, due IMO to end of quarter window dressing. Let's see what happens tomorrow, before coming to any conclusions.

To: Ed Forrest who wrote (24597)	6/30/1999 6:13:00 PM
From: TIP2BASE	Read Replies (1) \| Respond to of 41369

This thread should be renamed the "ED THREAD". Best Tip

To: Ed Forrest who wrote (24597)	7/2/1999 9:26:00 AM
From: Dr. David Gleitman	Read Replies (1) \| Respond to of 41369

Good Morning Ed: Sorry I couldn't get back to you any earlier. My cable modem was down for several hours last night. I guess cable does not represent the panacea that it was supposed to. I'd like to think that it is basing itself for another rise, however there appears to be some concern with "free" ISP in parts of Europe, dilution of profit by subsidizing purchases of "free" computers (compuserve), cable vs DSL, etc... What we need is a good summer rally. This would diminish some of the above mentioned concerns. Looking at this morning's comments from Worden (TC 2000) (for what it's worth), he indicates that Lehman Bros places it on it's "uncommon values" list, but Worden is still a little skeptical, but does indicate that AOL is looking better and better since this nasty correction. I'm still hanging in there. In reviewing my trading habits over the past year, I have found that it would have been a lot more profitable to buy and hold then to try to second guess the market. By the time there's a significant downdraft felt (and some sort of concern/panic sets in), most of the profit is gone and that panic selling point ends up being the turning point. Thats when we usually end up kicking ourselves in the butt. I'm not the one to talk (I've been guilty of micromanaging stock/practice/etc...), perhaps it's better to let it be and hang on for the ride. Premier stocks don't usually dissapoint over the long run. Hope this helps, David