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


To: Jimbo who wrote (1017)1/3/1999 4:16:00 PM
From: Boplicity  Read Replies (1) | Respond to of 41369
 
What compelling news about DELL do you expect this years? I feel nothing new other then same kick ass performance will come out of DELL this year, therefore all the DELL story is known. Add to the above, the fact the everyone in the PC sector is trying to DELLize themselves, it's easy for me to see that Dell's stock performance is going to lag the market till DELL proves it can continue it's winning way, that should be clearer by q2.

So why should they put new money to work in DELL when they can put into AOL? I'm sure most of them own DELL along with AOL, but AOL is a better investment with a more dynamic story going forward. Like I said after the NSCP deal came out to everyone that was listening in the DELL thread, AOL just became safe for little old ladies, and kids, being added to the S&P 500 confirms this thinking.

Greg