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To: Susan Saline who wrote (20879)10/1/1999 10:00:00 AM
From: Larry S.  Read Replies (1) | Respond to of 53068
 
AOL/ATHM/T : -
something major is going on. The cat is out of the bag. ATHM will change. AOL will NOT miss the opportunity to get involved. IT will be HUGER for AOL, IMO.
FON - looking strong on imminent WCOM announcement. if not wcom, then someone else BT, DT? - FON is IN PLAY
NITE - looks strong - perhaps needed to get past quarter so mf managers didn't have to show that dog in portfolio, can buy now for big move.
INTU acting nicely off split so far
OXHP- watching it after big drop yest
DIS, PEP - sorry guys, disagree - think dead money for a while longer
think PFE better short term choice
do your own DD