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

To: Bretsky who wrote (4337)	2/3/1999 11:16:00 PM
From: Jack T. Pearson	Respond to of 41369

#2: I would find companies that are earning money or are on a clear path to earn money. ATHM and YHOO come to mind. I believe there is more risk (maybe higher rewards as well) in the companies that are growing their losses quarter-to-quarter.

To: Bretsky who wrote (4337)	2/3/1999 11:59:00 PM
From: vibaby	Read Replies (1) \| Respond to of 41369

Amazon may not be in biz in 10 years. I'd bet on walmart.com, CSCO for the plumbing, MACR and ADBE for the software, ORCL for the databases. YHOO as the only portal besides AOL...

To: Bretsky who wrote (4337)	2/4/1999 3:38:00 AM
From: RTev	Respond to of 41369

> Just wondering what some choices for #2 would be I've been asking the same question even though my #1 isn't AOL. But I sure would be worried about any of the net stocks right now. I'd buy only if I knew my broker could put a long-term stop on the stock to sell it during a tumble. (And I wouldn't trust an online broker for that.) I just can't believe that the bubble won't burst. When it does there will be a bunch of great choices in the net stocks. AMZN needs to slough off a lot of stock value, but it is in the best position of all to continue to define retail e-commerce as it has for the past two years. (Just too bad that it became so overvalued through no real fault of its own.) YHOO? Only after a fall and only because it's a good "brand". And AOL. Of course. Its multi-faceted business plan makes it wonder off in many directions at once, but one or two of the initiatives are bound to work. It faces a bunch of huge bumps ahead which most folks seem to ignore, but AOL is a big, obnoxious bully that can knock over the bumps. And that seems to be a good trait for a business. I wouldn't bet against them in the long run.