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


To: Stkbuyer who wrote (11362)10/4/1998 8:11:00 PM
From: Stkbuyer  Read Replies (2) | Respond to of 13594
 
CNBC weekend business news had an internet analyst on tonight that was touting AOL and YHOO over the smaller and newer internet companies. He noted that AOL has just recently started aggressively going after new subscribers again and could easily add 3-4 million new subscribers over the next 6-12 months. He also noted that AOL is now in the position, with a large subscriber base, to sell deals with companies like Barnes & Noble that provided $40 million to AOL.

Future, especially the next 12 months, looks good to me.

As far as the 1 million share trade, it appears to have been easily absorbed, and accounts for the big drop last Thursday, the day after the trade.



To: Stkbuyer who wrote (11362)10/4/1998 11:34:00 PM
From: Gary Metzer  Read Replies (1) | Respond to of 13594
 
Stkbuyer et al,

re: I loaded up on Oct. calls last Thursday and will hopefully be jumping up and down by next Friday.

Yhoo is expected to announce earnings on Wednesday.
*********

Yeah, but watch out for "buy the rumor, sell the news". Yahoo is a good company but severely overpriced. My take is that they will take a MAJOR hit immediately after earnings are announced. Time will tell.

Gary



To: Stkbuyer who wrote (11362)10/6/1998 7:32:00 PM
From: Najib Mehanna  Respond to of 13594
 
Aol's Drop today is a concern, but hoping for huge bounce tomorrow as yahoo delivers the news..good luck