Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Cirruslvr who wrote (67731)	8/5/1999 10:53:00 AM
From: Charles R	Read Replies (2) \| Respond to of 1574851

Cirruslvr, <At least AMD isn't competing with Microsoft! "NEW YORK, Aug 5 (Reuters) - Microsoft Corp. (Nasdaq:MSFT - news) shares firmed in pre-open U.S. trade Thursday, edging up to $85.625 from $84.94 amid a report the software giant is plotting to offer low-cost, or even free, Internet access. According to the Wall Street Journal, Microsoft is targeting America Online Inc's (NYSE:AOL - news) hold on the Internet-access business.> I have often considered AOL (and pretty much every other "net" stocks) over valued. In UK, there is a already a company that offers free access that AOL is struggling to compete with. In US, there are couple of startups that are doing the same. Add that to the discount PC phenomenon and AOL valuation makes no sense. Going back to stuff closer to home: The bad news is AMD is in the $15 range. The good news is I-Watch shows ABSOLUTELY no institutional selling. (there is some in almost all the other semi stocks including Intel) I am out of my CY position and sitting on some cash. Too tempting to buy now for a quick pop...aargh Chuck

To: Cirruslvr who wrote (67731)	8/5/1999 1:20:00 PM
From: Tenchusatsu	Respond to of 1574851

Off topic! <IF Microsoft goes to lower price net access, it is going to be interesting to see if AOL "community members" will be willing to leave!> To AOL's credit, they have more mind share than they deserve. Most of the high school students I know are into AOL. My own sister, once a hopeless computer illiterate, is now a regular on AOL. (Heck, there's even a movie called "You've Got Mail.") And if Microsoft tries to drop the price of Internet access to nothing (i.e. bundling it with Windows), that will no doubt intensify the government's anti-trust efforts. Tenchusatsu