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


To: Brent D. Beal who wrote (7374)2/10/1998 1:41:00 PM
From: RLM  Read Replies (1) | Respond to of 13594
 
Then buy. But I'm curious, in your profile you list your favorite stocks as short on AOl.



To: Brent D. Beal who wrote (7374)2/10/1998 1:43:00 PM
From: Hawk  Respond to of 13594
 
Brent

Based on year 2500 revenues the PE is
really only 20. Your view is to short term.
On that basis the stock is a value play <g>

H.



To: Brent D. Beal who wrote (7374)2/10/1998 1:43:00 PM
From: LJD  Respond to of 13594
 
Let me preface this by saying I expect to be long on this stock but one point I brought up to my broker this am is could Case have raised the price yesterday based on the fact that aol will not make its number tonight so he took a shot that higher revenue based on higher price will soften the blow.....anybody?



To: Brent D. Beal who wrote (7374)2/10/1998 1:46:00 PM
From: Eric Klein  Respond to of 13594
 
>I'd buy until the forward P/E is at least 200.<

Yeah, I agree with you. Even if AOL never earns another cent, they'll keep expanding membership for at least the next 200 years. By that time you'll have AOL-Luna and AOL-Mars, and I think that the asteroid market (AOL-Belt) will be huge. (I may be getting ahead of myself mentioning AOL-Belt, it will take a while for them to build out on Mars and they'll definitely want to finish Luna and Mars before expanding)



To: Brent D. Beal who wrote (7374)2/10/1998 3:17:00 PM
From: Pancho Villa  Respond to of 13594
 
>>I'd buy until the forward P/E is at least 200<<

Isn't forward PE currently higher than that? Well probably not using the overly optimistic street numbers. You may have to buy forever because IMO forward PE is above 200 and going higher.

Pancho