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

To: yard_man who wrote (7849)	2/13/1998 5:02:00 PM
From: SJSharky	Respond to of 13594

Barry-- I agree. I got in today on March 90 puts as well. Don't want to risk timing the drop before next week. In any event, I am interested to see what happens to the stock over the next few weeks. I believe that they are underestimating the effect of integrating Compuserve into their financial statements. --Ryan

To: yard_man who wrote (7849)	2/13/1998 5:09:00 PM
From: Steve Robinett	Read Replies (2) \| Respond to of 13594

Barry, AOL has moved up something like 45% in about a month. A lot of short-term momentum players have made a nice chunk of change. They will take some money off the table and AOL will retreat a bit. My 105 guess is a 10% pullback after a dazzling run, not too risky a guess. BTW, on fundamentals, this quarter AOL's "Other Revenue" was about 18% of total revenues, a 2% increase over last quarter. I would account for that growth by Christmas. I wonder whether "Other Revenue" hasn't topped out. Best, -Steve