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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: vish ramamurthy who wrote (30409)	1/10/2000 2:57:00 PM
From: MeDroogies	Respond to of 50167

AOL will continue, in its new form, to represent the future of media. As such, it will be a media company. It will not have the high PE that the YHOO's of the world have, because it is now established. YHOO's high PE is a result of overexuberance on the part of investors. It is unsustainable. In order for YHOO to command this level, it will have to triple earnings this year, which it won't. I see YHOO tracing back and eventually finding their own merger partner. That said, continue to hold your AOL....it should double again in another year or two as it challenges MSFT for the top spot. Media is now pre-eminent to software.

To: vish ramamurthy who wrote (30409)	1/11/2000 9:02:00 AM
From: IQBAL LATIF	Read Replies (1) \| Respond to of 50167

Dear Vish..Today?s WSJ carries an important incisive article on this merger, I think it contains a lot of facts. In my opinion it is a merger of virtual economy stalwart with old economy leader, this is bound to happen in all sectors. As the two sectors merge overall we have seen some real hype in valuations as the leaders of the old economy and the new economy merge. This meeting of corporate interests creating new entities through amalgamation will lead to new state of art third generation companies much more versatile and efficient.