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Technology Stocks : John, Mike & Tom's Wild World of Stocks -- Ignore unavailable to you. Want to Upgrade?

To: wlheatmoon who wrote (852)	4/19/2000 4:48:00 PM
From: Jorj X Mckie	Read Replies (1) \| Respond to of 2850

Mike, Could you give them a call? Ask them to work things out amicably maybe. They'll do it for their American son, won't they? Tom

To: wlheatmoon who wrote (852)	4/27/2000 12:19:00 AM
From: John Pitera	Respond to of 2850

If There Were a Conference Call Contest...AOL ..... By James J. Cramer 4/19/00 9:35 AM ET And the winner and new conference call champion is ... America Online (AOL:NYSE - news - boards)! One day there will be awards for the company that gives the most confidence-inspiring, come-hither conference calls and when they do, the award will go to America Online. It has supplanted the great Cisco (CSCO:Nasdaq - news - boards) in my eyes as the company that gets me the most excited about its stock after I listen to the call. Believe me, it is not because of promotion. Bob Pittman is not a promoter. He is an operator. It is because this company consistently underpromises and overdelivers and it makes you feel great for owning it. Every metric that has to be beaten gets beaten. Every part of the business, subscription, sponsorship, advertising and instant messaging comes up aces. It even surprises the bears. When the book is written on Net companies someone is going to say, "You know, people will pay for things on the Net if you give them a value-added proprosition." That's what AOL has done. It is why I am hoping the stock comes off today -- so I can buy more. Random musings: I come to praise Barry Hertz, not bury him. While I obviously am not into leverage, I am not willing to dump on Barry Hertz when he is down. I hope he and Track Data (TRAC:Nasdaq - news - boards) come back strong from this most recent fiasco.