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

To: Steve Robinett who wrote (30789)	9/15/1999 9:22:00 PM
From: Brian K Crawford	Read Replies (2) \| Respond to of 41369

low volume tells me people are not yet fleeing the stock, just indifferent to buying it.occurred recently, and seems to be mostly over for now. agreed, and I would point out that much institutional selling has The supply/demand for the stock is in balance until some catalysts tilt it to one side or the other. Potential positives: 1. I look for AOL 5.0 and DSL upgrades to provide some spark later this fall, and to help subscriber signup rates hit new highs. 2. Renewed investor enthusiasm about another Christmas online buying wave may help. 3. The news from Canada requiring open cable access was a nice.... 4. Meanwhile the multi-year, multi-million dollar deals with AOL getting an equity kicker from the co-venturer just keep rolling in.... Possible Negatives: 1. Free commodity ISP access and a cheap MSN service really are what the consumer wants, AOL's brand loses it's drawing power, and AOL's base erodes away. The question the bears don't seems to address: Who is better positioned to survive a market share price war and to survive on only advertising and e-commerce revenues than AOL? If it occurs, it will batter the weaker ISP's, and AOL may buy up their users at a discount. The conventional wisdom seems to be that a price war will hurt the stock price. Markets look ahead. When AOL went to flat rate, unlimited pricing, the stock took off....investors realized the company had removed the obstacle that was holding back its next wave of growth. No one should underestimate Steve Case's desire to dominate in online services. he has never wavered on this issue. It's funny...the biggest investing mistake I have made since 1995 is selling any of my holdings in this stock. I don't plan to make it again. See you in a few years. Brian