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To: Randy Ellingson who wrote (16153)12/21/1998 6:38:00 PM
From: Smart Investor  Read Replies (1) | Respond to of 27307
 
Hi Randy,

My opinion is that you should not buy either one at the current price. If you want to have a position in Net stocks, I suggest that you buy AOL on a pullback. In my opinion, AOL and Microsoft.com will be the dominant Net companies in the future. The main reason YHOO and AMZN are pushed to such insane levels is due to very small float and manipulation by some players. On the other hand, AOL has a big float. It has a longer operating history, and I have more confidence in its revenue and accounting. This is just my personal opinion.