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

To: JC Reddy who wrote (12789)	12/22/1998 6:19:00 PM
From: Craig A	Read Replies (1) \| Respond to of 13594

Good analogy?

To: JC Reddy who wrote (12789)	12/22/1998 6:20:00 PM
From: Voltaire	Respond to of 13594

Up $16 sounds like QUITE A MUCH! Voltaire

To: JC Reddy who wrote (12789)	12/22/1998 6:28:00 PM
From: stock_bull69	Read Replies (2) \| Respond to of 13594

Comparing PSFT to AOL is like comparing apples to oranges! If the company being added delivers on the bottom line it will stand to gain tremendously. Look at SCH. It was added less than a year ago and has gone up more than 200%! Hang on for a great ride AOL longs. Shorts beware!

To: JC Reddy who wrote (12789)	12/22/1998 6:33:00 PM
From: RocketMan	Read Replies (1) \| Respond to of 13594

The problem with PSFT had nothing to do with the S&P. Here is an example of their problems, which boils down to earning shortfalls. I suspect the same thing would happen if AOL had earnings disappointments, but that has nothing to do with the S&P. All things being equal, the S&P is a definite plus ... institutional investors, less volatility, etc. Raymond James issued a Company Report on October 21, 1998 for Peoplesoft Inc. On October 21, 1998 Raymond James analyst Richard Bove issued a 1 page Company Report on Peoplesoft Inc. Report highlights: 'The 1998 and 1999 EPS estimates were lowered from $0.78 to $0.62, and from $0.90 to $0.66, respectively, to reflect a deteriorating environment for ERP software spending. The rating was downgraded from Buy to NEUTRAL based on lower expected software license growth in 1999. The company is expected to generate earnings growth of 30% over the next three years.'

To: JC Reddy who wrote (12789)	12/22/1998 6:48:00 PM
From: fedhead	Respond to of 13594

True. But PSFT revenue growth was slowing down. AOL's on the other hand is accelerating. It may not be up 21 by the end of tomporrow but it should be higher. 63 billion market cap . Unbelievable. Anindo