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

To: JDN who wrote (37709)	1/17/2000 9:21:00 PM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 41369

Hello JDN. I did not answer until now. I was going to check Bob Pittman's interview but did not get around to it yet. I did watch the All Star Analyst show on CNBC today. Fred Moran of Jeffries, who was selected as an All Star Analyst, likes the AOL/TWX deal. He thinks that AOL/TWX will be the leading cos. in the world. Here we go again: Maybe he said one of the leading cos. in the world but I do believe that he mentioned that first phrase. BTW. Bill Griffeth jumped in and brought Bob Pittman's interview up. B.Griffeth said that Bob Pittman opined that they will bring TWX up to AOL's growth rate etc.etc. Anyhow, I hope Bill Griffeth and I heard right and you overheard that statement. gg. I can't see B.G. trying to tout the AOL/TWX merger for FAN APPROVAL. I guess you know why he wouldn't do that? Sonny

To: JDN who wrote (37709)	1/19/2000 7:36:00 PM
From: Sonny McWilliams	Read Replies (2) \| Respond to of 41369

JDN. I just listened to Bob Pittman's interview on CNBC. You were right. He did not say that the combined entity would reach a growth rate of AOL's 50% and higher. It had been mentioned sev. times on CNBC that he had mentioned that combined 50% growth rate. Steve Case said in his CC today that they are expecting about a 30% growth rate for AOL/TWX. Steve Frank on CNBC again talked about this 50% growth rate this evening. So Bob Pittman came armed with that prev. interview. Good thing. Sue asked him about this discrepancy. gg. He said that when he was asked about the growth rate of a combined entity and if they could reach AOL's growth rate, he told the interviewer that he had to determine that by himself. I only talked about that some of the components of the combined AOL/TWX deal would rise 50% or so, Mr. Pittman said. Anyhow, Bob Pittman said something like: I see no reason why a combined 30% growth rate for AOL/TWX should be seen as a problem. After all. This is a better growth rate than Csco and Msft have and we are not near their valuations. He implied that AOL/TWX is not getting their place in the sun and thinks the stock price is undervalued. Not exact words. gg. I am very surprised that CNBC did not check their prev. interview a bit closer. They have it in black and white. My memory is not what it used to be but when CNBC goes onto the airwaves, they should come def. more prepared. Sonny