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

To: Sam who wrote (8248)2/25/1998 11:21:00 AM
From: Pancho Villa  Respond to of 13594
 
Sam: Your input is greatly appreciated and cannot be ignored. As I do, you make quite a few calls based on judgement and anecdotal facts which may indeed prove to be right. Choosing winning companies is more an art than a science. I was just trying to run AOL through the typical business school successful market leader model and IMO AOL has a few areas for improvement which are certainly not impossible to fix/react to. In terms of what competition may/will do I think we are seen just the start...time will tell.

Pancho



To: Sam who wrote (8248)2/25/1998 11:23:00 AM
From: H James Morris  Respond to of 13594
 
Sam
Good post. I'm short here, so I don't like your response to Pancho, unfortunately for us shorts, Wall Street appears to agree with you, albeit, with a little 'Irrational Exuberence'



To: Sam who wrote (8248)2/25/1998 12:31:00 PM
From: yard_man  Read Replies (1) | Respond to of 13594
 
Thanks. I think it isn't over yet. Hypsters are so determined with this stock. AOL the company may survive and thrive, but it's stock valuation is ridiculous. Took a quick 50% pop on my April 115 puts today which I purchased Mon. I expect it to make one more run back into the mid 120's at which point I will reinvest the entire amount of the proceeds I took today. Good luck bears -- if you're going to tell me I sold too soon -- save it.


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