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

To: Chuzzlewit who wrote (4033)	1/29/1999 7:38:00 PM
From: nghi vu	Respond to of 41369

or you can waste your time like you are currently doing. It is your time after all. If you rely on other's opinion to invest, then blame yourself if you loose money. I guess 35 years in the business hasn't teach you that fundamental. My dad still go to the library to do research on every stock that he wants to buy and I don't preach him on the new medium that he can find the info he needed. You do what you need to feel comfortable to sleep at night. Oh and when you find the answer to your quantitative analysis, please spread your wisdom...Voltaire might rise from his grave to thank you for your generosity.

To: Chuzzlewit who wrote (4033)	1/30/1999 2:53:00 AM
From: Jorge	Read Replies (1) \| Respond to of 41369

Chuzz, you said: <<Or maybe, just maybe, I'm right. And maybe if you pay attention to these issues you can avoid being the guy left standing when the music stops. Remember what happened to companies like OXHP and BOST. I'm not suggestesting that AOL has phony financials. I am saying that the handwriting was on the wall for those companies well before the proverbial excrement hit the fan. TTFN, CTC>> My question is not so much a technical, financial analyst type question, but one of another type of logic.....If you think the handwriting is "clearly" (you didn't say clearly, but I am led to believe it is clear to you) on the wall, then why is it there are so many Strong Buys (26) and Buys (8),(0 Holds), on Wall Street?....Not only did many of those analysts recently reiterate their recommendation categories, but they upped their 12 month price targets as well. Try to look at it from their perspective and tell me what they could possibly be thinking that would lead them to those conclusions....BTW, the concensus ratio for AOL is higher than MSFT (15-SB, 9-B, 5-H) and DELL (12-SB, 10-B, 10-H). There must be a reason for all those Strong Buys and Buys....What do you think is going on there?....Is there a clue hidden in this that could suggest your thinking is in error somewhere?....Could that many analysts be wrong? Regards, George

To: Chuzzlewit who wrote (4033)	1/30/1999 4:43:00 PM
From: jhg_in_kc	Read Replies (2) \| Respond to of 41369

Chuz RE:. < I am saying that the handwriting was on the wall for those companies well before the proverbial excrement hit the fan> As a former journalist I indeed think it is importnat to pay attention to the handwriting on the wall. In AOL's case, were it to falter, what would that handwriitng say. If I know what it might say, I will recognixe it when I see it, and skedaddle right away; jhg

To: Chuzzlewit who wrote (4033)	1/30/1999 9:40:00 PM
From: larry	Read Replies (1) \| Respond to of 41369

CTC, First thank you so much for your consideration for my friend. Secondly, bingo! I am very much surprised that you are still alive after mentioning AOL in the same sentence as BOST, OXHP!:) Anyway, got your point. Finally, I guess that the investment is no long an art as it used to be. Want to make the most money? Just follow the mass sentiment. The market is driven either by greed or fear. When the mass echos GREED!, then you go long and buy calls. Otherwise, stay on the sidelines or buy puts. The fundamentals of companies are ancient stories that belong to old old guys. Cool investors never give a shit about cash flow, PEG, PS, etc. What is earning? Can you spell the word for me? As long as there are people willing to pay 200 or 300 for AOL, it's a strong buy. Of course, when one day the mass sentiment changes to so negative that the issue gets a 70% haircut, the same analysts could well give it a hold rating when there is no fundamental changes on the issue. enjoy, larry!