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Technology Stocks : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?

To: Harry Larson who wrote (6785)	1/12/1998 12:34:00 PM
From: jack rand	Read Replies (1) \| Respond to of 13594

And Jamie "the reiterator" Kiggen (Cowen) rushed out on the wire reit of 'strong buy'. But ask sizes now swamping bid sizes.

To: Harry Larson who wrote (6785)	1/12/1998 9:24:00 PM
From: Investor-ex!	Read Replies (1) \| Respond to of 13594

Harry, Thanks for the MCI/YHOO partnership post. As I've stated previously, the Internet will eventually fall into the hands of specialists like MCI and YHOO, not a generalist like AOL. The reason being, the generalist cannot hope to produce a sustainable profit margin, if any -- too many irons in the fire -- too much technical and/or pricing competition in each area of involvement. I think AOL has been in its salad days, as they have been sitting in a transition between past "bulletin-board" oriented competition (CompuServe, MSN, et al), which basically withdrew for economic reasons (no money in it) once the Internet got going, and future "Internet-only" oriented competition, which has mostly been testing the waters, building a catalog of what works or might work and what doesn't, and setting up adequate infrastructure. Of course, AOL will still go to $100 from here. :-D