SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?


To: Judy who wrote (15854)12/22/1997 1:36:00 PM
From: Michael Rich  Read Replies (1) | Respond to of 50167
 
Hello, Judy.

Got in GTW and SUNW ... they should break out if the markets
cooperate.

Later.



To: Judy who wrote (15854)12/23/1997 1:07:00 PM
From: Logain Ablar  Read Replies (2) | Respond to of 50167
 
Judy: RE AOL

Last week I commented about its lousy service and we now see it up to $90 with a First Call concensus of 91 cents for fiscal 98 (June) and $1.63 for 1999. Its trading @ 55 fiscal 99 earnings. A "little" rich but it looks like some people are willing to pay the premium.

Why? Investors must be anticipating higher earnings. Maybe, but long term I can't see the growth unless they improve service. Just my 2 cents to help confuse the issue.

As a trading vehice this may be ok but long term @ 55 times earnings a year and one half out this will see a correction at some point. I'd rather own WIND or some others you've mentioned in the past with better multiples (and I think better potential).

Tim