To: Dr. David Gleitman who wrote (30913 ) 9/17/1999 9:56:00 AM From: im a survivor Read Replies (1) | Respond to of 41369
EBAY could be a great short right now, although I never seem to have the balls to short a net stock. I am holding my aol firm. We are in the midst of some rough time's, but the future will be better. I really find it hard to believe that Steve Case is sitting on his a$$ right now...surely, there are many things in the works, one of which is a more defined broadband strategy. AOL has always withstood the challenges and prospered when things are said and done. This should be no different. The internet is the future, and aol is the internet. Anything the competitors do, AOL can counter. They have compuserve to use against the low cost isp's and surely, if the free isp thing was necessary, they could spin one off in a heartbeat. Something else to consider and I really think this has more meaning then meets the eye. Currently there are all kinds of doubts...broadband and free isps seem to be the main one's. Losing eyeballs to free isps means lost revenue as well. Meanwhile, while all these doubts fly around, aol signs another million dollar deal with somebody. I mean, really....how often do we read a news report of a new deal that aol does with somebody ??? Quite often...so often in fact, it is taken for granted. A $2 million dollar deal is announced and people don't even notice anymore...just a drop in the bucket, right ? Well, if I was one of the companies giving aol $2 million bucks for their eyeballs, wouldn't I be concerned if those eyeballs were dwindling ? How come, all these companies are lined up at aol's door throwing money at them in exchage for eyeballs ?? So there may be alot of people that think aol is in trouble, but they remain the choice for folks looking to get more bang for their ad dollar's or to form strategic alliances. This encourages me alot more then listening to all the idiot analysts dismay's me. The idiot analysts are more often wrong, then right. Additionally, agenda's are very apparent. There are no agenda's for the company joining up with AOL, other then going with the best. Anyway...the next month could be rough...who knows what will happen with y2k, but I plan on being an aol shareholder 1 year from today, and plan on the stock being considerably higher.