SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line: will it survive ...? -- Ignore unavailable to you. Want to Upgrade?


To: jack rand who wrote (9944)5/7/1998 11:48:00 PM
From: shag007  Read Replies (1) | Respond to of 13594
 
Hey, R&D, you win some you lose some. I know I'm putting a positive spin on it but these people have a pretty good track record. They are building a hefty cash reserve and have a huge market cap. They need to use it to continue to come up with leading edge services and technology.
20,000,000,000.00 yes that's alot of zero's. Can't give you a valuation. Personally I'd love to see it in the 10 to say 15 bil. range. Even then I still couldn't give you a valuation model. O.K. so their not growing this thing at 300 % a year but can you predict when the next plateau will be crossed. I can't tell you (I sure don't want to miss it though) but I sure like the foundations this management team has built. If anyone can do it they can.

FDA (hey if AOL loses steam, there's always viagra)

p.s. downside, they get pulled out of their market leadership position by something so much better it's irresistable. Unless they become as business savvy as Mr. Gates, not even Apple's better products could've saved them.



To: jack rand who wrote (9944)5/8/1998 7:37:00 AM
From: Keith A Walker  Respond to of 13594
 
Checking AOL's chart and YHOO's chart, the two have similarities that are striking. Both made significant upward moves just prior to earnings and then YHOO corrected by about 10% a week or so later.

To the longs I am sure this doesn't really matter, but to a short on AOL, like me, I feel the pattern may get repeated and a little money is to be made in the short-run.

Good luck to all.