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

To: Pruguy who wrote (28906)	8/8/1999 11:53:00 AM
From: John Carragher	Respond to of 41369

That's what I like about SI we always get the other side of the story.<g> Looking forward to your post. lth John

To: Pruguy who wrote (28906)	8/8/1999 1:22:00 PM
From: RocketMan	Respond to of 41369

Could it be that 6 months ago he worked at oppenheimer, where they have been very bullish on the group, and now he is immersed in Merryl who has been bearish on America for over a year. You said it. Figured the Merryl corporate culture would eventually get to him.

To: Pruguy who wrote (28906)	8/8/1999 1:40:00 PM
From: J.R.	Read Replies (2) \| Respond to of 41369

Blodgett is just covering all bases, like all analysts.

To: Pruguy who wrote (28906)	8/8/1999 2:01:00 PM
From: larry	Respond to of 41369

Poor Henry has to bet that the nut sector again becomes hot soon. If the sector tanks in Sept. as lots of people are predicting, his days at ML are numbered. This guy will eventually work in a small firm for sure. larry

To: Pruguy who wrote (28906)	8/8/1999 3:40:00 PM
From: Rascal	Read Replies (1) \| Respond to of 41369

Remember when Blodget said AMZN was worth $200 after the split, and Jonathon Cohen said it was worth $10.00. Well now Blodget is Merill's mouthpiece. Boy did he go down quick, lock stock and barrel. It is shameless. Menawhile Cohen the past nay sayer at Merril becomes the Internet Maven at Wit Capital. We really need to be responsible for making decisions based on more than the analysts. Analysts are not trying to tell us in advance about what they really think is going to happen. They are really trying to get us to behave in a manner that supports their desired business outcome. This is chess, not checkers, better watch all the angles and know the players.

To: Pruguy who wrote (28906)	8/8/1999 6:22:00 PM
From: ChinuSFO	Respond to of 41369

Pruguy, I have read Henry Blodgett's comments on the Internet sector in several publications and news clips at various times. The other day he was on a short news clip on CCNN Fn. He has consistently said the same thing about the Internets. According to him, the Internet stocks are not for wimps. They are very volatile and investors who invest in the Internet have to be very dogged. AOL competes head to head with MSFT in the area of content (AOL vs. MSN), browser (Netscape and IE), Internet access (IIS servers). What they do not compete in is in the area of OS (WIN95/98/NT). However AOL has 19 million eyeballs and one of the reasons for this is their AIM/Instant messenger/ICQ. MSFT is very very paranoid, with this 19 million eyeballs situation and the scenario of AOL anywhere. Imagine this scenario: A frequent business traveller with a HPC (hand held PC) running LINUX, with a satellite or wireless hookup port may log into the AOL servers from a flight and conduct business. Goodbye broadband, goodbye WIN 98. I am off on business, I am off on vacation, I am off to a foreign land. ATT, I do not need your broadband, MSFT I do not need your WIN98 to overload and impact the performance of my HPC, DELL/CPQ/E-machines I do not need your portable notebook. All I need is a HPC and a satellite hookup. So to all singing doom for AOL including Bill Gates. You may continue to flex your muscles. But this baby knows how to rise from its ashes. It did it once before. It will do it again. Is that why Henry Blodget does not want to address the issue of AOL's demise?