Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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.

Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: WBendus who wrote (208)	1/6/1998 3:08:00 AM
From: Jon Tara	Read Replies (2) \| Respond to of 18691

"think that one of biggest concerns for AOL should be the fact that modems are sitting around in inventory at companies like COMS. This should be particularily alarming and it is a warning sign that the growth of telephone connections to the internet may be coming to a dramatic slowdown. " Glad you qualified that with "telephone". Bet if you checked around at Motorola, you'd find that those BIG, FAT modems (cable modems) are not just hanging-around taking up space. AOL needs to figure out how they are going to fit into that picture. They should have been making deals with cable companies long ago, and are probably too late for the party. Now they are going to be left with fight it out as a "content provider" (e.g. a big web site). AOL's speciality has always been providing access for the masses. The irony is that they have ignored the ultimate means of providing net access to the massess, which will be provided without the help of AOL.

To: WBendus who wrote (208)	1/6/1998 7:32:00 AM
From: sammy levy	Read Replies (1) \| Respond to of 18691

WB I am not fond of aol's stock nor their sercvice.Yours and others reasoning for the stock going down,are all logical.This stock's movement is not based on logic and if they do (which I think they will) a stock split.this stock will keep moving (unfortunately. Sammy