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

To: Badger who wrote (36200)	12/30/1999 8:40:00 PM
From: TARADO96	Read Replies (1) \| Respond to of 41369

<<My feeling is that this action to suppress the stock price and to refrain from commenting is intentional. Is it just coincidence that there will be 14 new internet funds that open in Jan. or early 2000 most of which will have AOL as a significant holding? Is there a big deal on the horizon (AOL/ATHM/ATT)? What I'm getting at is that I believe AOL will suddenly become a darling again in Jan. and make a significant run.>> Badger: I second your thoughts. Except for rather insignificant news releases, it has been very quiet for about a month. After a 20% correction from its high, you would expect someone to be pounding the table on AOL. Something is going on, and I suspect that we will find out next week. Happy new year. John

To: Badger who wrote (36200)	12/30/1999 10:17:00 PM
From: Joe S Pack	Respond to of 41369

Some observations and related news: Based on my observation I surmise that we may see significant movement come starting 1st week (later part) of Jan. 00. 1) AOL has already stated during the course of this quarter that they surpassed 20M subscribers. 2) E-comm sales during this Christmas, based on the recent survey, has far exceeded the expectation. I am sure AOL will have fair share of exceeded expectations. 3) Details of the deals with Walmart is slowly getting out. Here is the latest information yahoo.cnet.com Wal-Mart to unwrap redesigned Web site By Stefanie Olsen Staff Writer, CNET News.com December 30, 1999, 4:05 p.m. PT Wal-Mart plans to ring in the New Year with a redesigned Web store, slated to launch Jan. 1, just as other online retailers brace themselves for Y2K. The home page of the behemoth land-based retailer reads: "Visit the new Wal-Mart online store coming January 1, 2000! Our site is temporarily closed until the New Year to prepare for our new online store. Come back to use these and more great new features." Features of the new site include a gift registry, personalized calendars, an online travel agency and a photo center, along with a greater selection of products. Originally expected to reopen in the fall of this year, Wal-Mart's online store has come under fire for missing this crucial holiday season. Analysts asserted that the holiday was an important time for online retailers to make an impression with new and experienced Internet shoppers. Wal-Mart, however, maintains that its efforts will build a long-term relationship with customers. "The redesign has been about doing it right, not doing it fast," said Melissa Berryhill, Wal-Mart spokeswoman. "We're going to be up and running January 1, and look forward to offering our customers a newly redesigned site just for them," Berryhill said, adding that the new site will offer more than 600,000 products at launch. The relaunch comes on the heels of a far-reaching deal with online giant America Online in mid-December. The alliance will create a co-branded Internet service provider that caters to the needs of consumers who live in the more remote U.S. communities serviced by Wal-Mart's overarching presence. The deal also gives Wal-Mart a vital link to AOL customers already connected to the Internet. "Even more than the site relaunch, we're excited about what the AOL relationship means to our customers. ... Stay tuned," Berryhill said. Bentonville, Ark.-based Wal-Mart operates more than 2,485 stores across the United States. 4) Steve Case wrote a letter to AOL members, which was posted earlier, stating the the next century is "Internet Century". I hope he will start the century with a very good wish and lot of proactive actions. However, it is likely that early part of the first week of Jan may have some further consolidation due to differed tax selling. But come 2nd week, we may start to see true acceleration due to earnings momentum, pouring in of 401K money, new funds buying AOL and detailes about deals. -Nat