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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: Lazlo Pierce who wrote (3006)	2/14/1998 5:56:00 PM
From: Pancho Villa	Read Replies (1) \| Respond to of 18691

David >>A part of thestreeet.com re: AOL by Herb Greenberg<< Thanks for the summary. Recall reading something similar in Smart Money. IMO this puppy should correct significantly within the 4 weeks. Pancho PS: if not a great inconvinience next you can post the link for access by those who subscribe to street.com

To: Lazlo Pierce who wrote (3006)	2/14/1998 6:51:00 PM
From: Oeconomicus	Respond to of 18691

David, thanks for the AOL post. It amazes me (actually nothing amazes me in this market any more) that most analysts are still saying that AOL "beat estimates". They didn't. They had non-recurring gains of a penny a share, so without those they came it at 16 cents, the consensus. Funny how the Street excludes "non-recurring losses" no matter how big or frequently recurring, but when an extra penny shows up they jump up and down, cheering and raising price targets. Mr. Greenberg is right to be skeptical about AOL accounting as they don't exactly have a good track record there. Certainly merits a careful look. In addition, even if most existing subscribers bend over and take the rate hike, they won't get as big a share of new users. The ISPs appear to have gotten much better at making things very easy for those new to the internet and at aggregating or channeling content to subscribers without spending millions themselves as AOL does. They were also very quick to use AOL's price hike to their marketing advantage. Regards, Bob