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To: steve mamus who wrote (1165)	1/16/2000 4:12:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 8096

Short term, the AOL party was over last spring. There has been a gradual recovery but AOL stopped being an i-nut when it joined the S&P. Anyone in AOL for the short term is in the wrong stock, and has been in the wrong stock for a while IMHO. I agree with you on the long term. Of interest is what this merger does to the i-nut psychology. I would be worried not if I was in AOL but if I was in Yahoo or any of the other nets with a lot of air under them. AOL made a statement with this merger, and I think the statement was that hey guys, we know we can't keep increasing our earnings at 100% or even 50% forever, and the knee of the adoption curve is getting nearer. So we are doing this merger now before someone else beats us to it. If AOL can't make it as a pure inet play, I doubt if Yahoo or any other inet can. That means similar mergers for those companies, except their mergers will be much more of a problem, similar to the aborted lycos usa deal.