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

To: B.J. Lee who wrote (12552)	12/19/1998 1:46:00 PM
From: bodie	Read Replies (2) \| Respond to of 13594

**************OFF TOPIC********** Just got into AOL Friday morning, very pleased with performance already, think I will buy more on Monday. Noticed a short discussion about "finding the next AOL performing type stock" several posts back. I was watching Rookhiser(don't have a clue how to spell it)and the guest on the show said that the next big play in the internet is going to be in cable, the reason is video. Phone lines are good, but bandwidth is limited. Cable, like phone lines are in most homes, and the bandwidth readily supports video. Any ideas on how to "play" this. Who will be the AOL of cable?

To: B.J. Lee who wrote (12552)	12/19/1998 3:23:00 PM
From: Jorge	Read Replies (2) \| Respond to of 13594

B.J.Lee....AOL looks like DELL did a few years after going IPO...DELL's chart pattern for the first 4-6 years didn't move spectacularly..All of a sudden about 4 years ago, or so, DELL took a right angle upwards and shot up like a rocket for several years in a row...DELL outperformed many other stocks, including AOL....HOWEVER, about a year ago, if you will lay a 1 year chart of AOL over DELL, you will see AOL, after IPO'ing about 6 1/2 years ago, began to perform like DELL did in it's hyper-growth phase...IN FACT, you will see AOL OUTPERFORM DELL in the last 52 weeks. I believe AOL will have DELL-like returns, hyper-growth if you will, for the next 2-3 years, at least. Regards, George