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Strategies & Market Trends : Roger's 1997 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Bearded One who wrote (6903)	11/12/1997 3:48:00 PM
From: purecntry5	Read Replies (1) \| Respond to of 9285

Its a screaming short and I am onboard :) This is a major rout... Cowboy Brett

To: Bearded One who wrote (6903)	11/16/1997 6:06:00 AM
From: Jeff Bond	Respond to of 9285

Beard, I cannot support or criticize any move on AOL. Debt is high, but IBM has done very well this year, simply by issuing bonds (debt) and using it to buy back their own stock (that's Lou G. at his best). If AOL gets connected through acquisitions, mergers, or agreements with companies possessing high-bandwidth transmission capabilities, they could be a signifigant factor. Consider if they were able to offer their HUGE list of subscribers high-quality service at a reasonable rate. If they do not make a connection, then I think we will be witness to what becomes the most expensive "mailing list". It's up to AOL, and the ROC, cable, telco, and/or satellite carriers to figure this one out. One other thing, debt is a "berry berry bad thang" if interest rates were to rise. Anyone have a good idea what the prospects extended out a couple years for this might be? I'll include this link, because I consider it a great resource: bog.frb.fed.us I can say that I have seen companies with much more solid fundamentals blow up long before reaching the position AOL finds itself in. A glass house, built upon a glass foundation, better get reinforcement before it weathers a real storm. I'm on the sidelines, hope you can make sense of it better than I can. Regards, JB