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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Jon Stept who wrote (27951)	8/5/1999 5:27:00 PM
From: Uncle Frank	Respond to of 74651

>> Let's say Schwab came out with a service that was going to offer you everything Silicon Investor did, for free. Would you switch to Schwab? Absolutely NO, Jon. And I'm not implying the 17M aol membership will either. What I do feel is that their newbie recruiting campaign will be impacted, which will reduce their current growth rate. As far as aol's ecommerce initiative is concerned, it is unmatched in the industry. Aol's gross margins and earning will surely appreciate. BUT, the market will value them based on future revenue growth potential. For a good example, look no further than Mr. Softee. No other large company generates their level of net margins, but their forward p/e is just a fraction of aol's. Keep in mind that a good company can be a bad investment. Unfortunate but true. JMO, Frank