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

To: Sam who wrote (8732)	3/10/1998 11:18:00 AM
From: PAL	Read Replies (1) \| Respond to of 13594

Sam, you are always so positive on AOL. That is a refreshing tone to keep bearish people on their toes. Considering how bullish you are on AOL with all the right excuses (like Case selling maybe due to expiration of his option), are you buying more AOL or just "hold" or taking some money off the table? Looks like AOL is running out ot steam as well as other internet stocks.

To: Sam who wrote (8732)	3/10/1998 11:52:00 AM
From: Yikes	Read Replies (2) \| Respond to of 13594

I have looked at Yahoo! lately, in fact every day. 50 million "users" for Yahoo! means 50 million free e-mail addresses, not real "members." Anyone can sign up for free e-mail, and never use it once. I can't remember how many times I have signed up for stuff on the net - and have never gone back to that site. Last I checked, AOL is going for the advertising dollars. There is no better attraction on the Internet than FREE service. That's what Yahoo! has, AOL doesn't. Yahoo! is as well known as Bill Gates, except everyone likes Yahoo!. The 50 million is roughly the number of people that use the web. And who goes to Yahoo!? Everyone. As for AOL "...not competing. Period." I'm LOL!!!!! What are you basing your lucid research on? Further, you think Yahoo! never goes down or has service problems? Maybe you haven't used it enough. Quotes go down often - just look for the nice red letter at the top of saying sorry. Again, the difference is price of service. Yahoo! is like free network TV, AOL is a premium satellite movie channel. How much does it cost to advertise on NBC vs HBO? That's right, they don't advertise on on HBO because people pay for movies not ads. You must have made tons of money on the street, since you can look into a crystal ball and predict that AOL will drop 15+ points in one day. I guess you also predicted the INTC fiasco, CPQ and DELL. I would be rich if I can predict the date that AOL will drop 15+ points. Investing is not about precise prediction like that. You know that. Let's just see what happens in the next conference call. :-)

To: Sam who wrote (8732)	3/10/1998 6:05:00 PM
From: rhet0ric	Respond to of 13594

How do we know Yahoo! has 50 million users? Who audited the numbers? I assume that both AOL and Yahoo are audited. Advertisers wouldn't pay them if they didn't know how many page views they are actually getting. AOL and Yahoo may or may not make those numbers public, however. Further, you think Yahoo! never goes down or has service problems? There's a huge difference between AOL going down and Yahoo going down. Yahoo is a collection of Internet servers, while AOL is a proprietary network with a gateway to the Internet. Yahoo benefits from the superior network design of TCP/IP. They can mirror servers, provide redundancy, etc. When something goes down on Yahoo, it's usually just one server. But when AOL goes down, the whole damn thing does down. Period. No users can even sign on. rhet0ric