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


To: Pancho Villa who wrote (10338)6/19/1998 11:02:00 AM
From: Kerry Phineas  Read Replies (1) | Respond to of 13594
 
Pancho, the insider activity, the recapitalizations, the ridiculously overvalued stock prices all will lead to a situation where competition among the internet companies exceeds the market for the services they provide. Its a generic boom-bust scenario, if you assume growth doesn't match the current bullish predictions. imo YHOO's warning yesterday puts a significant hamper in growth projections.



To: Pancho Villa who wrote (10338)6/19/1998 11:54:00 AM
From: Jonas Grumby  Read Replies (2) | Respond to of 13594
 
Too bad we get insider trade notifications late..but looking at the massive selling by insiders in May and the recent post of 50k by LL on June 10th...I would bet that there is even larger blocks going off right now. What better way to buy that new house in "You can't afford it anyway", USA. Put together a little rumor on ATT buying AOL..(which it couldn't possibly do with its current PE) and A GAP. Sell into the buying and behold..MANSION ON THE HILL.

Jonas