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Technology Stocks : What about old Time Warner -- Ignore unavailable to you. Want to Upgrade?


To: sixty2nds who wrote (60)10/13/2005 10:25:29 AM
From: sixty2nds  Read Replies (1) | Respond to of 102
 
09:07 TWX Time Warner: Options for AOL expanding; good for TWX - Amtech (17.49 )

Amtech notes that many reports circulated yesterday that CMCSA and GOOG are planning a strategic alliance and investment in AOL. Firm believes such a deal has positive implications for all parties and that GOOG and CMCSA are not as unlikely partners as others believe. They see upside in TWX shares as investors change view on AOL from dead media property to a co with growth potential. At the speculated $20 bln valuation for AOL, firm's sum-of-parts analysis would peg TWX at $21.60. Reits Buy.