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

To: Chuzzlewit who wrote (2228)	1/10/1999 10:02:00 PM
From: Boplicity	Respond to of 41369

Chuzz, Keep the below in the back of your mind when you consider AOL as an investment. Forrester projects that Internet commerce will likely reach $350 billion by 2002. Also, the U.S. commerce Department foresees consumer traffic on the Internet doubling every 100 days, and estimates a billion people will be on online by the year 2002. Where else are you going to find the kind of potential where your possible customer base doubles every three months? I sleep well when I keep the above in mind. Greg

To: Chuzzlewit who wrote (2228)	1/10/1999 10:18:00 PM
From: Jorge	Read Replies (1) \| Respond to of 41369

Chuzz...Here is a clip from Keith Benjamin's (Internet Analyst from BancBoston Robertson Stephens)Friday 1-8-99 Internet Web Report: Notice the ending sentence where he said they believe AOL will beat estimates in EVER METRIC, the best in AOL's history....And that's what seems to be happening every Quarter-Accelerating Growth.. ***************************** <<AOL REMAINS THE BIGGEST WEB MALL: AOL reported that its members spent approximately $1.2 billion on-line during this year's holiday shopping season. The heaviest day of shopping, December 17th, generated more than $36 million in e-tailing sales. Some 1.25 million new AOL members shopped on-line. The Toys, Kids and Babies shopping channels ranked #1, followed closely by the Apparel channel. We believe the $1.2 billion in e-tailing sales generated by AOL's 15 million customers makes our estimated $3 billion in holiday season e-tailing sales seem very achievable. We believe the December quarter will be the best in AOL's history across all metrics, and would continue accumulating the stock at these levels.>> ******************************* Regards, George

To: Chuzzlewit who wrote (2228)	1/10/1999 10:39:00 PM
From: Jorge	Respond to of 41369

Chuzz....Here's a piece from TheStreet.Com on Thursday 1-7-99: Here's a guy (I'm not sure if it's James Cramer or not) who thinks AOL is NOT OVERPRICED..... In all fairness it may be IMPOSSIBLE to determine if AOL is overpriced for sure...That would imply we know EVERY deal about to be signed, EVERY subscriber number and it's growth, EVERY avenue of distribution, ALL advertising growth w/fees and revenue sharing, ETC.ETC.ETC... From what we know about the sector and the growth projected over the future (saw on WSWeek tonight an analyst who said growth in internet users and advertising revenues is projected to grow 300% per year for the next several years) and with AOL's accelerating presence/growth I would say AOL has a shot at being fairly valued for quite some time to come. Like any investment one has to keep their eye on the Fundamentals and not go to sleep...But for the forseeable future I would say AOL is the most "reasonably" valued of all the Internet companies... ************************************ <<In the current pullback, this market's giving you a rare chance to get in. The company PC users love to hate and investors love to love, and an absolutely essential core holding for the Internet Economy. (A core holding with a P/E of 463? Yes.) Until recently, AOL was seen as the lucky beneficiary of being in the right time and place. Now it's becoming a real company, and making its own luck. AOL's deal, just announced, with PlanetRx.com, the first serious online drugstore, is a good example: AOL pockets a $15 million fee, delivers 15 million potential customers, and has lots more coming up with this new vendor of prescription drugs, vitamins, and health and beauty aids. (I also expect big things this year from drugstore.com, the start-up backed by Kleiner Perkins that opens in the spring. The online-drugstores market is going to be huge, vicious and incredibly profitable. Many of us like going to the drugstore with our 'scrips even less than we like going to bookstores, CD stores and computer stores. PlanetRx smells like a survivor, and the AOL partnership is part of that scent of success. >> ******************************** Regards, George