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

To: Keith A Walker who wrote (10612)	7/15/1998 8:54:00 AM
From: Sam	Respond to of 13594

Since Intel is a bellweather stock for the techs, I wouldn't be surprised to see a downturn. Of course, I wouldn't worry to much about it either. If anything, I would be more concerned about the box makers and their forecasts. I don't follow Yahoo! that closely, other than to keep tabs on what they are up to. The internet stocks should be a traders dream, since their volatility is like a roller coaster (I guess AOL fits in their somewhere, although we usually don't have the 6 point swings every other day). Would I be surprised if Yahoo! sees 150 - no. On the other hand, I wouldn't be surprised if it nosedives (but I find this very unlikely). S.

To: Keith A Walker who wrote (10612)	7/15/1998 2:40:00 PM
From: John Howell	Read Replies (2) \| Respond to of 13594

I'm still here and still think that the product that AOL provides is a piece of crap. However, I got spanked in a major way the last time I shorted AOL. I disagree with the valuation techniques used in analyzing Internet businesses (eyeballs, brand-building, etc.), and I still think that if AOL doesn't accept a buyout that it will become technologically disadvantaged in the future. I don't have a handle on how to trade this thing. The current valuation tells me this thing is way overbought, but I sure don't want to get my cock in a wringer like last time.