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

To: L who wrote (1619)	1/6/1999 8:50:00 AM
From: Roy F	Respond to of 41369

Comments from Steve Harmon: <snip> AOL. AOL was one of our picks to watch in 1998 that we're bringing over to 1999. We think AOL (NYSE:AOL - news) has become, or is fast becoming, the "operating system" of the Internet, especially with its pending purchase of Netscape (NASDAQ:NSCP - news) . We also think Yahoo (NASDAQ:YHOO - news) is fast filling AOL's valuation shoes. In 1996 before Yahoo went public we said it was what AOL wanted to be on the Web. Our new mantra goes thusly: AOL is what Microsoft wants to be on the Web--everywhere in everything from dial up to shopping to community and content to critical mass (critical masses more like) of users. We especially like AOL's leverage in the capital markets. AOL could acquire @Home (NASDAQ:ATHM - news) and end its battle to get cable carriage in one swoop. That removes what we see as AOL's biggest weakness: lack of broadband platform. If it executes well AOL could outpace Cisco on the valuation front. To us what's in the network is worth more than the network itself, a TV "show," for example, is valued higher than the TV "set." Cisco is the set or pipes, AOL is why people are "watching." <snip> fnews.yahoo.com