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Technology Stocks : MindSpring Enterprises (MSPG) Another ISP. -- Ignore unavailable to you. Want to Upgrade?

To: Ultimate Investor who wrote (303)	7/20/1998 10:42:00 PM
From: Andeveron	Respond to of 1434

>> IMHO. Look at Netcom--600,000 subscribers and sold for $280 Million and MSPG market cap is $1 Billion! with less subscribers. << Was Netcom profitable? What was their rate of subscriber growth? These are the questions that have to be asked before evaluating the value of a company. I would think that Mindspring is growing faster than Netcom. I use three ISPs in my company, Mindspring, Netcom and AT&T. Mindspring and Netcom have provided rock solid connections. AT&T drops carrier every 15 minutes or so.

To: Ultimate Investor who wrote (303)	7/21/1998 12:35:00 AM
From: BUYandHOLD	Read Replies (1) \| Respond to of 1434

Ultimate It is difficult to argue against your reasoning. For months I've watched these "web-based" stocks climb 400,600 even 1200%, all the while standing on the sidelines using the same arguments you have used above. For some reason they seem to continuing higher! I am beginning to wonder whether they are ever going to crash at all! And analysts seem to have gone nuts too. Take AOL for example. With standard valuation maybe $15-20, so what does Paine Webber say about that? $165 target!! www4.techstocks.com news.com Even Buffett is flabbergasted! Good investing B&H