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


To: S.C. Barnard who wrote (12249)12/1/1998 4:45:00 PM
From: Lizzie Tudor  Read Replies (1) | Respond to of 13594
 
SC, who said that on CNBC, one of the anchors or an analyst?
TIA

Michelle



To: S.C. Barnard who wrote (12249)12/1/1998 8:30:00 PM
From: Jorge  Read Replies (2) | Respond to of 13594
 
S.C....Even if AOL does move flat until the deal is "digested" it won't stay flat for long.....We've got a cable deal coming down the pike, in less than 6 weeks, and I wouldn't expect any flat price action following that announcement.....

The problem with trying to time "when" to buy and sell (Time The Stock) is one is liable to miss out on the upside...Not to mention tax consequences....

I invested in the fundamentals of the industry and the company in particular, and I have seen NOTHING to make me think AOL is going to do anything but get bigger, better and more profitable.....Even if something were to not mesh well with running the business of the new NSCP, AOL would spin-off NSCP in sections....AOL isn't going to let ANYTHING deplete shareholder value.

The facts are this is an outstanding opportunity for AOL to really grow their business in an explosive and dynamic way...I think they are up to the task...also, SUNW is a not-much-mentioned component in this acquisition but I think they are actually a very key player to AOL's success in this NSCP acquisition...It's a win-win-win situation.

Regards, George



To: S.C. Barnard who wrote (12249)12/1/1998 9:47:00 PM
From: ChinuSFO  Read Replies (1) | Respond to of 13594
 
<<.....but they just said on CNBC that the NSCP/AOL deal will cause AOL to move flat for about six weeks to 'digest'! >>

Yes, but he did not say that the deal would cause the stock to go down, did he? In my opinion, they will take time to digest and reach a conclusion that the prospects just got better, not worse. Do you agree?

Chinmoy