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

To: Yaacov who wrote (36873)	1/10/2000 12:39:00 PM
From: Craig A	Respond to of 41369

Has anyone read anything by an analyst? Any hotshots like Blodgett commentin? Trapped in a classroom. Large stake here. TIA

To: Yaacov who wrote (36873)	1/10/2000 12:42:00 PM
From: DepyDog	Read Replies (4) \| Respond to of 41369

I am amazed at so much negative reaction on this thread. Geesh, this is the merger of the century!!! Ah be EXCITED! Does anyone think that this management team is stupid???? I have my core holdin of AOL that will continue to be the bread and butter of my portfolio and am a HAPPY CAMPER. So if yall wanna sell your shares, I will be happy to pick more up on the cheap side. :-) We havent even begun to see the positive reprocussions of this magnificent deal. Mark mah words. :-) best regards to all who hold long, Dep

To: Yaacov who wrote (36873)	1/10/2000 12:59:00 PM
From: JayPC	Read Replies (3) \| Respond to of 41369

Anyone care to take a reality check about what has just happened to AOL? Time Warner passes 21.3 M homes and has 13 M cable customers. That gives AOL a foot into Broadband cable. About 30% of the homes passed by @HOME's partners (in N.A.). This deal does offer huge valuation of Cable customers. AOL is no longer a pure internet play. The issues that hold down media companies will now hold down AOL. Those of you who love net stocks, AOL is not the stock to own. LONg Long term this may become a Warren Buffet play, but I would be surprised to see Yahoo type gains for AOL any more. The winners from this deal: 1. Cable Companies. AOL has placed a HUGE valuation on the cable Customer. 2. ATHM. See above. Open access, etc. 3. YHOO. Currently the best pure internet company around. short-longterm Losers: 1. AOL. Expensive price $168B???? Perhaps AOL should be valued like a media company, not an internet company. Why a merger? Why not a content deal? If TV and Magazine revenues are sluggish, and the internet zooms ahead, AOLs stock price will have to reflect both. Comments? Regards Jay