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Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?

To: Jorge who wrote (436)	12/30/1998 11:33:00 PM
From: larry	Respond to of 41369

Read my posts in the last 3-6 months. AOL is one of my core holdings and I still have some shares that I have kept for more than 2 years. Will sell them in Jan. I do short AOL occasionally to box against my long positions. Did the same with my YHOO! and DELL holdings. cheers, larry!

To: Jorge who wrote (436)	12/31/1998 12:36:00 AM
From: Higgs Boson	Read Replies (1) \| Respond to of 41369

Jorge, Could you please provide some details on possible AOL deal for broadband connection. I am a recent long at AoL stock. AOL presently has strongest internet franchise due to its mix of ISP model & content provider model. What worries me about future......is possible collapse of ISP revenues for AOL. At present, customer pc connection to AoL server is essentially free. ADSL & Cable based broadband connections will no longer free. Local Telcos & Cable cos (athm & roadrunner) are happy to provide their portal as launching pad to internet. With no ISP revenues, AOL will be just a portal company. This thought really scares me since my $$'s are in this stock. Any serious prolification of ADSL & cable broadband connection is not happening until yr. 2000. Any thoughts will be really appreciated. Regards, HB