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

To: Michael Anthony who wrote (10787)7/28/1998 12:36:00 AM
From: LindyBill  Read Replies (1) | Respond to of 13594
 
You are right Michael, that is why I am long in AOL. But I find it important to know that they are not in the same position as a Micosoft or a Cisco. For that reason, I hold the stock more lightly than I do a gorilla, and will get out quicker.



To: Michael Anthony who wrote (10787)7/28/1998 1:22:00 PM
From: Smart Investor  Read Replies (1) | Respond to of 13594
 
The argument that everyone can do what AOL is doing is flawed. Many people said that about WalMart for a long time, so far nobody can duplicate WalMart. In my opinion, AOl is in a business with higher entry barrier than WalMart. In the long run, AOL is in a very good position to take advantage of the internet "explosion".


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