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: Craig A who wrote (2462)1/12/1999 6:00:00 PM
From: Sonki  Read Replies (1) | Respond to of 41369
 
Ash Rajan. Very well respected guy by everyone in the industry...
His fav. is wcom, intc and all the usuall suspects.
wla was rated hold.



To: Craig A who wrote (2462)1/12/1999 6:13:00 PM
From: Tunica Albuginea  Read Replies (1) | Respond to of 41369
 
His name is Ash Rajah, Prudential analyst.
Some inflationary numbers on early release, (mistakenly), of Producer Price Index release; due to high employment numbers. However slowing overseas sales ( Brazil etc ) will undo that.

HOWEVER above does not appear correct:
This is the PPI story:
It was released mistakenly, early ( supposed to have been Fri ).
First release ~1730:PPI remains low.
2nd release ~1740: No, PPI is higher than expected.
3rd release ( all from Labor Dept ): oops, mistake again: PPI is low after all!!

Stay tuned. ( don't forget: all these numbers get routinely revised later; I don't think it will roil the markets tomorrow.

(For conspiracy theorists on the thread ): labor dept is trying to tweak PPI numbers, to roil the markets, so the White House can turn around and say ( during the forth coming Billy C. trial: " see we told you what would happen if you touch Billy boy ).

as far as AOL is concerned, i don't believe there will be a seasonal factor.Ecommerce is on the roll, full time, and AOL will lead it,

TA



To: Craig A who wrote (2462)1/12/1999 7:14:00 PM
From: Smart Investor  Read Replies (2) | Respond to of 41369
 
Interesting article, cbs.marketwatch.com

Looks like YHOO beat the estimate. I think AOL will do even better. There may also be a 2 for 1 split at earning for AOL.



To: Craig A who wrote (2462)1/12/1999 7:27:00 PM
From: Calvin  Respond to of 41369
 
Craig,

Someone on Nightly Business Report also reported tonight that the Dow will hit 10K before the end of the month due to the earning frenzy.

Calvin