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

To: Tecinvestor who wrote (37769)	1/16/2000 8:23:00 AM
From: country bob	Read Replies (2) \| Respond to of 41369

Tech; I refrain from making my investing strategies public out of the fear that some poor slob, dumber that I, will try to emulate them and lose his ass, but here goes! I will hold AOL at least thru this year to see what it does. If it's growth rate drops from 370% to 100%, I will have no complaints. I've never been one for jumping on bandwagons.....I've always prefered to ride in on my own horse. I don't believe we will stay down for long, so I will be adding on during this decline. I believe that once we bottom out, we will bounce back like a superball! cb

To: Tecinvestor who wrote (37769)	1/16/2000 9:51:00 AM
From: Marvin Mansky	Read Replies (2) \| Respond to of 41369

I agree that AOL becomes, more like a core holding with a stable earnings growth profile. The jury is out on PE compression. I believe what Henry Blodget of Merrill Lynch is saying about 12 month price targets, fully. Looking at the fundamentals of the merger there are very strong earnings possibilities from the synergies (broadband cable; music distribution on demand; movies on demand, etc.). Also with any merger of this size there are cost savings. Costs will be cut by economies of scale, elimination of duplication, reductions in personnel. IMO the merger will prompt convergence of Internet with media in other companies to compete with AOL Time Warner. Please read the articles in the New York Times. Politically the merger means entre into foreign markets where CNN's Ted Turner and Time Warner has great credibility. This is a big positive. Beneficiary: SUNW; EMC; CSCO plus other hardware and software players. These companies will be huge beneficiaries especially SUNW which has a special relationship with AOL (not only in their dislike for Microsoft). I have holdings in SUNW that will significantly grow while I wait for AOL Time Warner to reach its price potential. Volatility will occur in the stock for awhile until the issues are clarified, which the Times articles start to do.

To: Tecinvestor who wrote (37769)	1/16/2000 2:56:00 PM
From: Mary Baker	Read Replies (1) \| Respond to of 41369

Dear Tec...Agree wholeheartedly with everything you say. I think you have known that all along...just needed to post it "out loud" Rollerblading must have helped solidify your sound reasoning! Aloha, Mary

To: Tecinvestor who wrote (37769)	1/17/2000 12:42:00 AM
From: Sonny McWilliams	Read Replies (1) \| Respond to of 41369

Tec. Exactly my sentiment on Intc and AOL. I include Dell. Short term gains I generally sell if I hear some talk about missing numbers etc. Let's hope AOL comes in with good numbers. It should be an interesting day on Tuesday with all those earnings coming out. Coming back to that Globex stuff. I guess I will have to check it out on Monday. I got a cpl of PM 's on it, including Brian M. I guess nobody wants to admit on the thread that we all watch Globex and don't know the exact conversion. Just stick with my 1 % for now. Globex NAZ 100 up 1000, NAZ opening will be around 10 in the morning if that 1000 Globex number sticks. And then of course comes that spread into account also. That can get tricky. gg. cme.com Globex NAZ 100 up 550 at this time. As you know the numbers in that link change every time there is a change in the Globex futures. S&P is down 50 and nothing on E-NAZ. Not that all this matters. We have a long way to go until Tuesday. gg. I guess I will check a cpl of news items and then go off. Well, the Redskins are out. Sonny