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

To: SpongeBrain who wrote (2758)	1/16/1999 5:05:00 PM
From: Keith Hankin	Read Replies (1) \| Respond to of 41369

Do you know what this buys AOL? I never understood what they're buying, I thought NSCP was a dying company and has no future. I'm curious, since you guys know the company better than me. Last time I checked browsers and webservers were FREE. What exactly did NSCP bring to the table, except bitter programmers and free software? Speaking as a NSCP employee, it is clear you don't know very much about our company and its products. First of all, our web site, Netcenter, is one of the most highly visited sites on the net. This is a way for AOL to get more eyeball share of the net, to get better advertising deals. Second, contrary to popular belief, our web servers are still selling very well to corporations, where our web server are still the overwhelming number one choice. Third, our new web browsing technology that is soon to be released (Gecko) is vastly superior to MSFT's browser, being extremely small in size, faster in performance, supporting web standards better, being much more flexible in terms of being able to integrate it with applications and build custom browsers. And it will continue to maintain its lead, given that it's open source, and given the fact that MSFT would have to completely redesign and rebuild their browser from scratch in order to match it. Moreover, features have been added to the browser to take advantages of our web site, Netcenter, to provide even more traffic and eyeballs. Fourth, we have diversified our product line significantly. We have a messaging server, a directory server, an application server, the world's first (and only) web-based workflow product. In addition to these products, we also have a complete line of E-Commerce applications, called CommerceXpert. This includes ECXpert for communicating and translating EDI and other transactions, TradeXpert for doing asynchronous forms-based transactions, BuyerXpert for handling procurement within companies, and SellerXpert for handling business-to-business selling and business-to-comsumer selling. Fifth, we also make money by being a full-service provider, including professional services.

To: SpongeBrain who wrote (2758)	1/17/1999 1:16:00 PM
From: Jorge	Respond to of 41369

SpongeBrain....I've been reading some of your posts regarding AOL...I see that you say you would stay long with AOL, or was it regard it as a BUY, for a year....I take it you don't think AOL has much of a future after a year? How about treating it like any other solid BUY or STRONG BUY stock, where you don't sell until the fundamentals change?.....Any company should be sold when its fundamentals change..That would include a LU, DELL, MSFT, CSCO, GE, G, SUNW, INTC, etc.etc.etc. Alot of people, I have personally talked with a few of them, took money off the table in the early years when DELL, MSFT, INTC and others ran up very high in stock value...They simply sold because they didn't "Think" the stock could go any higher, or that the P/E was too high, or the industry/company was "About" to turn.... I see you are basically trying a "go-of-it" more as a Trader...I have been where you are and IMO one day you will realize a Buy-And-Hold-Until-The-Fundamentals-Change "Investor" will make tons more money than a Trader. Long AOL, until the Fundamentals Change, George