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Strategies & Market Trends : Buffettology -- Ignore unavailable to you. Want to Upgrade?

To: Bonnie Bear who wrote (889)	12/31/1998 5:32:00 PM
From: Jurgis Bekepuris	Respond to of 4691

Bonnie, > BUT...that's the point. AOL is getting it for free > now... and pretty soon, somebody is going to start > asking for a reasonable price for it. Yes, maybe. And maybe AOL can pass the price increase to its customers. I really don't know and can't predict offhand. Returning to Buffettology, the uncertainties of leadership in communications access (note that I bundled 'Net, TV and phone into one area) and the possible pricing issues (who has to pay whom, how much, who benefits and what are the earnings margins) must be assessed before investing in this area. It's kind of useless exercise now with all major players at high valuations. Unless you want to follow "Graham and Doddsville's" portfolio and buy T. ;-) In some sense, LU or CSCO may have been the simplest plays in this area. But please don't start jumping up and down if you own them. We know we have geniuses on this board. :-)))) Jurgis