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Technology Stocks : Ascend Communications (ASND) -- Ignore unavailable to you. Want to Upgrade?

To: robbie who wrote (33885)	2/7/1998 4:29:00 PM
From: sepku	Respond to of 61433

-- OT -- >>>Larry, I agree 1000%. I've had AOL since there were 500k members and just cancelled. It is only a way to learn the internet, and once you learn you have no use for it. I've never shorted a stock either, but once this thing starts heading down I'm all over it. Let me now how you are going to approach it.<<< Larry and Robbie, perhaps a signal of when(if) AOL begins a retracement will be YHOO. I've always considered the two as very similar -- albeit in different niches within the same industry. As I understand it, AOL's subscription income merely covers the costs of operations. The income surplus is provided solely from ad revenue. In YHOO's case, all its income is derived from ad revenue, however its service costs far less to operate as an Internet search engine rather than an online service provider like AOL. To me, YHOO appears to be the weaker of the two leaders, simply taking into account the companies' competitive positions. YHOO faces significant competition in the guise of XCIT, SEEK, and Alta Vista. It's service is easy to replicate by rivals. XCIT is also aligned with AOL, which gives YHOO's chief rival a significant edge. I would imagine YHOO to be the first of the two to show symptoms of weakness. Style Pts.

To: robbie who wrote (33885)	2/7/1998 6:26:00 PM
From: Jim Lou	Read Replies (5) \| Respond to of 61433

I want to short AOL too! They have a very bad dial access and they're arogant. I have wanted to short it since it was at $45. Now it is close to $100. Can't wait any longer. Any strategies would be welcome.

To: robbie who wrote (33885)	2/8/1998 3:52:00 AM
From: Astarte	Read Replies (1) \| Respond to of 61433

It feels nice to be a survivor in ASND after these hellish 5 months. Loaded prematurely in august 1997 @ average 44. Regaining hope..... OT OT OT : <<I've yet to short a stock, but if AOL isn't a short candidate I don't know what is!>> Larry, I agree 1000%. I've had AOL since there were 500k members and just cancelled. It is only a way to learn the internet, and once you learn you have no use for it. I've never shorted a stock either, but once this thing starts heading down I'm all over it. Let me now how you are going to approach it. Robbie >> This is a good thread discussing this subject : exchange2000.com I have shorted AOL for small, quick percentage gains during 1997. Earnings will be out 2/10. I have heard that the board has discussed a stock split. I hope that there will be a last run to 110 so I can short it more effectively this time. Fundamentals should catch up with this stock soon. Christer