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

To: J Krnjeu who wrote (31232)	9/21/1999 9:33:00 AM
From: im a survivor	Read Replies (1) \| Respond to of 41369

UH Folks...Just this morning I heard AOL announce that CURRENT SUBSCRIBER GROWTH IS ON A RECORD PACE. Yes, this sounds like a company in trouble, huh<<ggg>> What alot of people don't realize is that although we expect stock price to move relative to the fundamentals of the company, this does not always happen. Many times, a struggling company has a highly appreciating stock. Other times, a company kicking butt will have the stock price flat or down. This occurs for many different reasons, but 99% of the time, fundamantals catch up and so does stock price. Eventually, people realize company A is a dog, and the stock price drops, or company B is firing on all cylinders and the stock price rises. AOL is not struggling. Just the stock is. The fear is obvious, but eventually this will pass. One day, people are going to see that AOL is the dominant player and is doing nothing but growing, and the stock price will reflect this. Good Luck to all. Better times are ahead.

To: J Krnjeu who wrote (31232)	9/21/1999 10:29:00 AM
From: Jenne	Respond to of 41369

An Unsavory Combination By James J. Cramer 9/21/99 10:25 AM ET Apple (AAPL:Nasdaq), earthquake and Western Digital (WDC:NYSE). Not exactly the combination we need on the day when a crummy trade number gets reported. I have missed this Apple move, so I am using this nondemand problem to start a position. Nothing great there, but it seems like the explanation rings true. We think that the OEM demand Western Digital is talking about has to do with none other than ne'er-do-well Compaq (CPQ:NYSE), so we are putting out a small short in the name. And we are buying anything that got hit off the quake because that seems so short-term in nature that it is a gift. If Altera (ALTR:Nasdaq) says it's OK, it is OK with us. Now, talk about controversial. We think AOL (AOL:NYSE) basically preannounced better-than-expected earnings. We bought some on it. Jamie Kiggen, one of our fave Net analysts, seems to agree in a squawk this morning from Donaldson Lufkin & Jenrette. That said, AOL is the house of pain. Enter only at your own risk! And we bought some Net away from this good news to enhance -- or compound? -- the move.