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

To: LWolf who wrote (544)	12/31/1998 3:55:00 PM
From: Voltaire	Read Replies (2) \| Respond to of 41369

LWolf, that is funny, I have been thinking basically that for the last couple of days of the fine people that have come over from Dell and are still there and that includes you my man. Happy New Year Voltaire

To: LWolf who wrote (544)	1/1/1999 6:48:00 PM
From: Chuzzlewit	Read Replies (3) \| Respond to of 41369

Hi Laura, glad to see you here! My general thinking about AOL is that the real potential is as a virtual shopping mall. In fact, I'm looking at this company as a virtual COSTCO. While it is certainly nice to have membership fees (unlike Yahoo!), it is also nice to be able to rent out space like a shopping mall. Plus, I think that the combination with Netscape will provide a credible challenge to MSFT. My concern with this company is that I haven't a clue as to parameters to use in developing an order of magnitude valuation model. What is virtual real estate worth? What kind of cash flow can we expect as the concept (if not the company) matures? This is really uncharted territory. Good luck, and Happy New Year! TTFN, CTC