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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Teflon who wrote (18489)	3/22/1999 1:57:00 PM
From: larry	Read Replies (1) \| Respond to of 74651

I think that MSFT is the best internet play, followed by AOL. AOL has a chance to becoming a great company but the stock is running so ahead of its fundamentals, and I believe that the recent runup is just pure speculation and momentum playing. Using my most optimistic model, AOL needs to more than triple its current revenue and earning to adjust current price level. That's why I am looking for chances to unload my shares. I could be wrong because the big boys sure could propel AOL to a 500 billion company with ease, but I am not comfortable with its valuation. Period. I have been selling puts on ONSL for some time but won't look to reenter the issue. The issue has trouble all over it. larry!