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

To: steve lipson who wrote (7978)	2/18/1998 10:48:00 AM
From: sam	Respond to of 13594

I agree that somebody will be the death of the poor novice investors. Personally, I am neither long nor short, but I find AOL VERY concerning at this level. Someday (maybe soon) the music will stop and it will be the "poor novice investor" left holding the bag. The funds are starting to lighten up. That said, I hope AOL shoots up to 150. I just don't think it will happen. Then again, I could be totally wrong. Often am.

To: steve lipson who wrote (7978)	2/18/1998 1:17:00 PM
From: jack rand	Read Replies (1) \| Respond to of 13594

>>it's a little early to declare that they are abandoning AOL >>less than 0.4 percent of the firm's total portfolio. First, what matters re. % isn't of total assets but versus the funds in which the stock is held. Performance is measured fund by fund. And, obviously that % is greater, as total assets includes 28 funds, of which many (and most assets) are fixed income. No, they're not abandoning AOL -- but they are lightening up notably. They wouldn't sell 25% if they thought risk/reward was very favorable.