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

To: Jason Cogan who wrote (9094)	3/28/1998 8:41:00 AM
From: rhet0ric	Read Replies (1) \| Respond to of 13594

Jason, Your posts have been very interesting. I see AOL going down hard at some point, and it seems that options are likely the best way to play that. Despite your best efforts, though, and some outside reading, I don't feel like I understand options enough to make the kind of sophisticated plays you describe. Can you recommend a good primer on options? thanks in advance, rhet0ric

To: Jason Cogan who wrote (9094)	3/28/1998 10:21:00 AM
From: Harry Larson	Respond to of 13594

<whose stock price is never affected by bad news or competition, and <only seems to go up? If someone could tell me that, I'd gladly pay <them handsomely. Look no further than analysts who en masse ignore notion of risk only hype reward; and whose concept of valuation is on projections for at least two years away, goosed further by 'visibility' even further out; and that AOL is "undervalued" relative to YHOO. They also tout every little thing AOL does as "brilliant" as soon as it is announced, but long before it plays out, and either ignore failure or paint it as success. Just last autumn they were gushing about AOL Studio's major content initiatives; projecting $100-$200 million contribution to revenue in '98. Starting last month, AOL dismantled Studios and yanked or drastically cut its major projects. The analysts touted that as great because it would cut costs. Nothing about the dashed visions of mega original content creation a la Disney.

To: Jason Cogan who wrote (9094)	3/30/1998 1:57:00 PM
From: LoLoLoLita	Read Replies (1) \| Respond to of 13594

>>doesn't need to make money, whose stock price is never >>affected by bad news or competition, and only seems to go up? >>If someone could tell me that, I'd gladly pay them handsomely Jason, AOL is the market leader in ISP--nobody on the horizon to overtake that lead. AOL also is the only large-cap pure internet stock. Fund managers want to have a piece of the net, just because the net is hot. AOL is going up, they buy it. Go read the YHOO forum here. The only people who make money are the longs. Shorting based on fundamentals can be disastrous. David