SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : America On-Line (AOL) -- Ignore unavailable to you. Want to Upgrade?


To: Voltaire who wrote (1811)1/7/1999 12:09:00 AM
From: Chuzzlewit  Read Replies (6) | Respond to of 41369
 
I am long the following internet and networking stocks:

Equipment mfgs:
ASND
CSCO
TLAB (playing convergence of voice and data here)

Network security:
NETA

Portals:
AOL

Yes, I believe that AOL is an excellent company, but my biggest cause of concern is the fact that so few people on this thread are able (or interested enough) to articulate what will make AOL grow and continue to grow for the foreseeable future. That makes me think that there is little or no thought to valuation, and that fact alone makes me think that perhaps I should not be invested in this company. If what I see on this thread is a microcosm of AOL investors, that is a frightening picture. Had the same question about drivers for business been asked on the DELL thread there would be many, many well thought out answers.

CTC