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

To: Steve Robinett who wrote (3072)	1/21/1999 4:55:00 PM
From: RocketMan	Read Replies (2) \| Respond to of 41369

Come back and say this when AOL is falling while everyone else is going up. It's easy to come up with all kinds of theories about a stock's movement, but they are worthless when that stock is following the market as a whole. Unless you are willing to extend your argument to MSFT, LU, and evey other tech stock that went down today. Today's action has nothing to do with AOL.

To: Steve Robinett who wrote (3072)	1/22/1999 1:41:00 AM
From: Tunica Albuginea	Read Replies (3) \| Respond to of 41369

Steve Robinett, Re: <”Many of these Momentum Morons will wind up breaking Captain Kirk's Prime Directive of investing, i.e., don't lose money.”>. I think that is great and timely advice. Did you ever think about emailing it to Fidelity Magellan, Janus 20 and S&P Power picks ( top winningiest funds ) managers, since they ‘ve all been buying AOL? Also I am a little confused . You said : “Long-term, I'm generally positive on AOL as a company. “ But then I read this: Message 5848521 Jay, <<I am beginning to think that AOL is the best Internet business out there. >> I'm not. Long term, I have problems with the basic concept of AOL, a dialup content provider. Conceptually, broad bandwidth Internet access (cable and DSL are on track to be 25% of Internet access by 2002) give a dialup model problems. Is AOL's content so compelling that people will subscribe to it in addition to a high speed service to deliver it? Does AOL become a giant website, a mall? (As a company--forget valuation--I like Yahoo's future better than AOL's.) So where are we going from here. Is AOL Good? Bad? and the Ugly? , < GG>  . Personally any down movements are a good buy. Internet ecommerce is the best growth business in the next 10 years. Buy the leaders. You are unlikely to go wrong, Cheers, TA