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

To: Jay8088 who wrote (11332)	9/29/1998 3:25:00 AM
From: LindyBill	Read Replies (1) \| Respond to of 13594

I just scheduled install of the "At Home" portal though my cable supplier, Cox. Cost me $149 install, $25 per month, plus $15 per month rental on the Cable Modem. They want $400 for the Modem! I will check it out and see if I can buy one elsewhere. They promise full time, on line, 20 times faster than a 28.8 modem setup with AOL. I have a "need for speed", so I suspect I will stay with it. If anyone wants to try an interesting portal, try dvorak.org . Dvorak has set up a very good list of sites. I am switching off of AOL, but I will keep my AOL stock, I would be nuts not to. LindyBill

To: Jay8088 who wrote (11332)	9/29/1998 12:53:00 PM
From: Steve Robinett	Read Replies (1) \| Respond to of 13594

Jay, As I have mentioned before, I don't consider AOL either a good long or a good short. In either direction, there is too much risk. I do consider it a great option play and in the last two trading session (not counting today, when I'm waiting on the Fed) I've have made a couple of bucks long both calls and puts. For the time being, I think AOL has re-established its uptrend and, after a rest between, say, 110 & 120, will probably move toward something like 140. Just my guess. I do agree with you completely that valuation is outrageous but people do build castles in the sky and Internet stocks are the current castles. Best, --Steve