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

To: Smart Investor who wrote (7034)	3/18/1999 1:52:00 PM
From: jacksoo	Read Replies (1) \| Respond to of 41369

Is that wise? Intel have carved out a very large slice of a fairly well defined sized cake. The cake AOL is carving a slice out of still has almost boundryless growth.

To: Smart Investor who wrote (7034)	3/18/1999 1:59:00 PM
From: tang	Read Replies (1) \| Respond to of 41369

To: tang (6733 ) From: Sophia Ashley Monday, Mar 15 1999 8:39PM ET Reply # of 7037 Tang, I think the Smart Investor comes from the nasty Yahoo AOL thread. Just ignore him. Sophia

To: Smart Investor who wrote (7034)	3/18/1999 2:01:00 PM
From: musea	Read Replies (1) \| Respond to of 41369

Smart, If you say that AOL's stock price will fall in the near future, you are probably always going to be right. It is a very volatile stock. But the momentum players seem to be favoring it right now and the growth story seems to be strong. Your timing will need to be really good to catch enough of a drop to pay for your commissions and taxes, in my very humble opinion. If you've been holding for a year, your basis is under 20 (let's say 18) which makes a share that you sell for 118 worth about 98 after taxes, and even less after commissions. You will need to wait for a drop to below 98 to buy back, and if you count commissions on both the sell and the buyback you are looking at an even lower re-entry point. If you are trading in an IRA or similar thing, things are better because you won't have that immediate 20% cap gains tax bite. -musea

To: Smart Investor who wrote (7034)	3/18/1999 2:05:00 PM
From: Sophia Ashley	Respond to of 41369

You do that and you will regretted!!!!!! IMHO AOL is not in the same category as INTC, DELL etc. therefore her (it is a she you know) valuation model is different. Take a close look at its prospectus. GO AOL Sophia

To: Smart Investor who wrote (7034)	3/18/1999 10:43:00 PM
From: ChinuSFO	Read Replies (2) \| 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.>> SMARTINVESTOR yaadi....yaadi...yaada. Since 1993 when somebody somewhere out there invested 11,000 and is now worth more than 5 million. Now tell me since then how many SMARTINVESTORS there have been spelling doom and gloom!!!!!