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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Wallace Rivers who wrote (3225)	2/13/1998 8:03:00 PM
From: Don S.Boller	Respond to of 78596

Wallace: DID YOU SAY, "RIDICULOUS"??? Next it'll be that "the emperor has no clothes".... "well HE (she) didn't inhale" Goodness, Best, Don

To: Wallace Rivers who wrote (3225)	2/13/1998 8:38:00 PM
From: James F. Hopkins	Respond to of 78596

Wallace; It's a trading stock only a fool or insider with an angle would invest in it, it's for the big time gamblers. Put AOL , ELNK, XCIT, YHOO, MSPG, and DIS together in a paper portfolio, weight them by market cap. When the grope as a whole starts to drop good, and if its faster than the S&P then short or buy puts on any that don't. I've used this on other sectors and it works, but one needs to wait till the sector loses it glitter, and also spread the bets out a little. The funds buy all of them, and when they turn sour they may take them out behind the barn and bend them over , ( one at a time ) but they will get around to each one, before the sector goes back up. Why DIS..well chart her and AOL .. Jim

To: Wallace Rivers who wrote (3225)	2/14/1998 4:10:00 PM
From: James Clarke	Read Replies (2) \| Respond to of 78596

Could not disagree more with you on AOL, though I would not pay the current price. No barriers to entry? Let me name two. 1. Content. Many AOL users value the proprietary content. An entrant with 1% of AOL's user base can't provide that kind of content because they can't afford to. AOL's product is not simply internet access. 2. Switching costs. This is my favorite, because everybody thinks there aren't any. I can switch providers tomorrow, right? But what about that e-mail address I have given to so many friends over the years? It is of great value to me to keep that address the same. Sure, there are ways AOL could blow it anyway. They nearly lost me a year ago when you couldn't dial in except at 3:00 in the morning. But they did solve that problem. A $2 price increase for a product I am satisfied with is not going to matter to me. I already think I get much greater value from the service than it costs me. If you want to talk stock price, there's a different story, but I don't think its as crazy as it looks. I was very close to buying this stock a year ago, and missed it. Believe me, it looked just as crazy at 40 before doing some real thinking. Like an idiot, though, I held out for 30 and missed a triple.