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


To: Sam who wrote (9997)5/12/1998 8:57:00 AM
From: David Alan Cook  Read Replies (1) | Respond to of 13594
 
New NetOptimizer Products Hits Retail Stores In May. Indirect Way to invest in the internet:

TSSW NetOptimizer Product:
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touchstonesoftware.com

DC

TSSW just reported its first back to back profitable quarters in 10 quarters. Company sells at a steep discount to the Industry Average Price Ratios - Price to Book . . Price to Sales and Price to Foward Earnings. It has no bank debt and currently sales for two times cash.
TSSW also recently announced its first e.support contract. Worth watching in my opinion given new product release end of May.

DC



To: Sam who wrote (9997)5/12/1998 1:08:00 PM
From: Tim Kenney  Read Replies (2) | Respond to of 13594
 
>What confuses me is that, if you or other bears know the game so well, why aren't you making money on this stock?! If you know that analysts, CEO's, whoever are gonna ride this stock to the moon, why jump in front of it? Why not make money instead? <

Being long AOL is like playing the house on the roulette wheel (in which participants just play the numbers), with the difference being that the odds are against the house. The house is raking in the money now, but when 64 black hits, watch out boy. My training is quantitative, so I stick with the odds.

>Yeah, and the shorts don't know that they've been run over by one...several times. Hell, they don't even know to move out of the way! You wanna talk momo, talk about trying to time the downturns. LOL. You honestly believe that momo investing is any worse then shorting a stock? The inherent risks involved? Do a quick analysis and see who has made more money on this stock, the shorts or the longs.<

You are busy looking in the rearview mirror. If I were a genius like you I would try playing the momo game. (Although, I must admit I have been tempted.)But, alas, I'm not, so I will just stick with the odds.

BTW, it is nice of you in your last two posts to me to have finally admitted that you are a momo investor. By implication, that means that you too know that AOL is ridiculously overvalued. Are you long KTEL too? I have been trying to get shares to short. I would love to short 100-200 shares at a time at ten point increments and wait for the bubble to burst, but I cannot get any. Anyone out there getting KTEL shares?