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To: larry who wrote (16)	2/1/1999 1:12:00 AM
From: Spreck	Respond to of 419

larry and all in talking with a friend today the earnings report was brought to my attention. I was not aware that AOL was in such a strong cash position. Somewhere in there report it is stated that there is a two billion cash reserve. Could any one verify if this is true ? My next thought is that if AOL is holding so much cash right now ...is it only a matter of time before Mr Case and his new partner Mr andersen either develop or purchase some cable access type company ? As far as overvalued I appreciate all the concerns that are voiced on the various threads. Especially the fear and contemplation that aroused by the very thoughts that are poised...But please tell me are not Dell Cisco Msft Wcom GE AMZN yhoo not way over valued companies? After reading some of the rational thoughts that are poised on the various threads "IMHO" valuations ? when you drive down the street in your car look out any window that is open... that is where current valuations exist.....so as i continue to be a very long holder of AOL I will read and watch with great anticipation of the next move for our aol managers "case & anderson" as surly there will be one, if we are to survive the great internet consolidation of the future. GO AOL AOL Thanks for the great analysis scott spreckman