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


To: Steve Robinett who wrote (6792)1/13/1998 9:59:00 AM
From: vegetarian  Read Replies (3) | Respond to of 13594
 
Also YHOO is smart enough to stick to good software packages for general use like Alta Vista etc instead of doing their own lousy variant like AOL.
Also, YHOO's portfolio management etc are quite nicely done and very intuitive to use.
I like the YHOO site and although it is overvalued, I will postpone shorting it as far as I can.
With AOL I feel very comfortable shorting it sinnce I have used their service and dislike their business practice specially related to customer interfacing.



To: Steve Robinett who wrote (6792)1/13/1998 11:26:00 AM
From: Harry Larson  Respond to of 13594
 
I love this 'analysis' from Volpe Brown analyst in CNet story:

"It takes more than announcing a partnership with MCI to make yourself
competitive with AOL," Williams said. "Yahoo has a strong brand on the
Web, but this doesn't quite compare with AOL yet."

Duh! What about the MCI 'brand' (not to mention its $400million/yr
ad budget).