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


To: Sam who wrote (9979)5/11/1998 9:26:00 PM
From: Kerry Phineas  Read Replies (1) | Respond to of 13594
 
Sam,
<<Believe me, when I see AOL take the downturn on some
significant volume, I'll close out and take my $$$$. >>
What kind of volume and how much of a downturn will indicate to you the stock is going to change direction? Just curious. Of course, today was fairly high volume and of course a down day, but we've had those before. (of course I think we've topped out, but could be wrong.)



To: Sam who wrote (9979)5/12/1998 12:11:00 AM
From: Tim Kenney  Read Replies (2) | Respond to of 13594
 

>Tim, your saying AOL has no content? Maybe you need to dig out one of those promo disks and load it up on your pc. Spend a few weeks digging through all the content, and then get back to this thread. Maybe Media Metrix screws with their statistical analysis too on page views..<

Yes, I am saying they have little content and the better stuff they offer has gravitated onto the web as well.

>To be frank, who cares if you believe them or not? As long as the big boys and advertisers are in the know, that is what moves the wheels. It amazes me when bears bring this up all the time, without fail. For all the companies that advertise with AOL, with all their MBA's, CEO's, CPA's, lawyers, analysts, etc. etc. every single one of them down the line must be a dope. Because, you see, they actually believe in the sub numbers. Maybe it has to do with those non-disclosure agreements... <

No they do not believe the sub numbers either, which is why AOL continues to miss lofty advertizing revenue targets. Furthermore, the MBA's, CEO's are not stupid, just dishonest. If Boroslob of TALK can get his stock price up by making a deal with AOL, he will. With this beautiful new options game that corporate execs have created for themselves, they are incentivized to lie cheat in steal. In the meantime, Boroslob sees the writing on the wall and is trying to sell the company, but cannot find anyone stupid enough to buy it at these prices. Ditto on Wall Street analysts. They play the game because they have been benefiting more than anyone from the hype of this "bull" market. Dumb? Not! Greedy and dishonest? Quite!

>Believe me, when I see AOL take the downturn on some significant volume, I'll close out and take my $$$$.<

The momo boys always think they are smart enough to jump off the moving train in time. They never have been in the past, and they won't be this time and I venture to say that either will you.




To: Sam who wrote (9979)6/1/1998 4:45:00 PM
From: Tim Kenney  Read Replies (2) | Respond to of 13594
 
>Believe me, when I see AOL take the downturn on some significant volume, I'll close out and take my $$$$.<

Sam, as I said to you about a month ago, I do not pretend to be smart enough to know the proper moment to get out of an egregiously overvalued stock like AOL. You imply above that you do know when to pull the trigger. Are we there yet? After all, down almost 5 on today's volume. I woul say that that constitutes "take the downturn on some significant volume." What say you? Shall we dismiss this move as a market-dominated event? Of course, this is the same market that has driven AOL to such astronomical prices.