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To: MSo who wrote (1594)5/9/1998 11:07:00 AM
From: don roberson  Respond to of 2897
 
Mike. I think you quesitons can be answered only through speculation. We know they seem to be into an area that will have a big potential, and whether someone else is their also, I don't know.
But I've been in the same situation, with AOL. I saw that it was just
another internet provider. Compuserve and Prodigy being others.
Even though they were signing on new customers like crazy, I got out, thinking I could get into a much cheaper stock, and gain a greater percentage gain. Very stupid investing thinking, but proper thinking for a compulsive gambler, which is something I had to look at seriously and take "mental action" to correct. You mentioned the management, and that seems to be a big plus, also according to Warren Buffet, because it is the vision of management that will pull a company ahead of the competition. Look a CASE in AOL. they had a vision, that went far beond any of the other internet companies. From the inception
AOL has been the "golden child" of the short sellers, and for five years now those poor folks, except for the big decline when the lawsuits were going on, have been finding their "golden child" a bottomless pit in short selling losses. We all can only wait to see where this management will take the concept, but from what I'm reading, we have a good chance of this turning out to be one of those stocks you dream of getting into, and STAYING in, as it reaches its potential.