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

To: Tradelite who wrote (7031)	3/18/1999 1:39:00 PM
From: jacksoo	Respond to of 41369

What I'd like to see them do is leverage the brand far more. Probably in their plans but whole load of opportunity wrt sales potential.

To: Tradelite who wrote (7031)	3/18/1999 1:49:00 PM
From: tang	Read Replies (1) \| Respond to of 41369

From Goldman, Sachs & Co. The world's largest online service was reiterated ''recommend list'' by analyst Michael Parekh at Goldman, Sachs & Co. Parekh raised his fiscal year 1999 earnings estimate to 35 cents a share, from 30 cents, and his fiscal year 2000 estimate to 55 cents, from 44 cents.

To: Tradelite who wrote (7031)	3/18/1999 1:49:00 PM
From: Smart Investor	Read Replies (5) \| Respond to of 41369

First, I am a share holder of AOl since last year. With that said, I think the run-up is overdone. Now, AOL has a market cap of 110 BILLION. It is still in a business with a lot of strong competitions from both the ISP side and e-commerce side. When you consider Intel has a market cap of only $200 BILLION and CSCO has a market cap of $160 BILLION, it is clear AOL's valuation is stratospheric. There is no way AOL should be worth more than Intel. we will definitely see pullbacks to below 100 in the next couple of weeks. I plan to sell half of my position today, and wait to buy it back at a lower price.