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

To: RagnBull who wrote (10059)	5/19/1998 8:13:00 AM
From: Keith A Walker	Read Replies (1) \| Respond to of 13594

The competition for AOL was and is inevitable - whether it is AT&T, IBM, WorldCom, etc. This is why I can never see the sense in anyone buying this stock when it only earns $0.16/sh (just beginning to show a profit). With estimates around $1.47 for next year, a long is paying almost a 100% premium on the dollar for next year's estimated earnings. Ouch! Looking at it another way, the stock should really be priced at about $41. The growth is being sucked away from AOL by every ISP out there. And this will soon manifest itself in a slowing of new subscribers and loss of existing subscribers to other ISPs. Just my opinion.

To: RagnBull who wrote (10059)	5/19/1998 11:53:00 AM
From: steve lipson	Read Replies (1) \| Respond to of 13594

>>not thousands but hundreds of thousands<< That will make AT&T highly competitive with the vaunted Sprint-Earthlink combo. Given the million or so new subscribers AOL has been getting each quarter, I guess he's telling us that this time next year AT&T will be even further behind than it is today. All I see so far in this so-called competition with AOL is a bunch of competitors fragmenting each other's market. They show no evidence as yet of eating into AOL's growth or share in the way that would actually begin to close the gap.