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

To: RocketMan who wrote (7748)	3/24/1999 11:31:00 AM
From: jacksoo	Read Replies (1) \| Respond to of 41369

One very important area I think you missed Rocketman - ecommerce. AOL in fantastic position to capitalise on the fast growing ecommerce acceptance.

To: RocketMan who wrote (7748)	3/24/1999 12:26:00 PM
From: Bridge Player	Read Replies (4) \| Respond to of 41369

<< P.S. Glad to see a bear on this thread. That is bullish for the stock :-) >> On the contrary, it will only become bullish when the MAJORITY of you have given up in disgust, gone away licking your wounds and counting your losses, and a bull on the stock is nowhere to be found. For those who asked, I have not posted during the rise of AOL simply because I never followed this thread until a few days ago. And it is simply amazing to me the rampant bullishness I have found. The old saw about trees and the sky etc. is nowhere more appropriate than on stocks like MSFT, CSCO, AOL, YHOO, EMC, and all the rest. When, not if, this market cracks, it will take away a lot of the paper wealth that the long bull market has created. If your bullishness were on stocks with solid growth rates of 30% plus and PE multiples of under 20 (check out Analytical Surveys, ANLT for only 1 example) then I would have no quarrel with you....not you personally, but the collective you bulls on AOL. Get a grip, folks, take some of your fabulous profits, and come back down to earth before you get badly hurt. BP

To: RocketMan who wrote (7748)	3/25/1999 3:33:00 AM
From: Arik T.G.	Read Replies (1) \| Respond to of 41369

RocketMan, >>You are missing two major factors: (1) international growth, and (2) a shift from subsriber-based revenue to advertising, partnerships, and other sources. No I did not. In my simple arithmetic exercise I doubled revenues per subscriber to count for increased "other" revenues. As to international growth - Do you mean Canada and Mexico? >>But if you want to value AOL strictly on U.S. subscriber revenue, you are right. I challenge you to find in any of the most bullish analysts' recommendations a future, even far future, EBITDA number greater then $10B. ATG