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


To: Venditâ„¢ who wrote (6607)3/14/1999 9:42:00 AM
From: RocketMan  Read Replies (2) | Respond to of 41369
 
I mentioned a couple of weeks ago that there was money on the sidelines waiting for the Netscape deal to be digested. Part of this digestion involved the DOJ decision, part of it will involve the stockholder's vote next week, and the biggest part involves just how the two companies will integrate their operations. As we move towards the end of the month, many of these questions will have been answered and we also begin to focus on the next earnings release. So based on these factors, I think we will continue to see strength in the stock over the next month, subject of course to the overall market. JMHO.



To: Venditâ„¢ who wrote (6607)3/14/1999 12:16:00 PM
From: ChinuSFO  Respond to of 41369
 
<< I'm not so sure that the merger was a given in everyone's mind and I look at the fact that the merger news was released after the market closed on Friday as the catalysis to propel AOL past the $100 range early on Monday. >>

Vendit, I sure do hope that what you say is correct. I for one would be extremely pleased if it went up on the news. My target is for the price to be in the range of 170 to 175 at close of business July 2 (July 4th weekend). I arrived at this figure based on the fact that the announcement of the NSCP merger would boost the stock one more time, the ride past 100 would also give it a slight boost, the next earnings announcement expected sometime in April would also be very good and hence boost the price again and with the impending breakup in HWP (Hewlett Packard), my feeling is that they will be removed from the DOW index and replaced with a Internet based company such as AOL.
The news that AOL will join the DOW will boost the price up at least 30. However after it joins the DOW things will slow.

If the DOW thing does not turn out to be a reality, then comes the AOL/Broadband/DSL deal which could boost the price of the stock.

Chinmoy



To: Venditâ„¢ who wrote (6607)3/14/1999 12:55:00 PM
From: musea  Read Replies (3) | Respond to of 41369
 
The risk of the merger not going through is also factored into the prices of both AOL and NSCP. That's why, for example, NSCP was selling at a discount to the price of the AOL deal. Now, AOL and NSCP should trade in lock-step or close to that, cutting off any more easy arbitrage possibilities.

For what it's worth, based on no special knowledge on my part, I agree with your prediction as regards AOL's share price this week.

-musea