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Technology Stocks : Internet Analysis - Discussion -- Ignore unavailable to you. Want to Upgrade?


To: Venditâ„¢ who wrote (238)3/28/1999 9:23:00 PM
From: Chuzzlewit  Read Replies (2) | Respond to of 419
 
Thanks for the links Vendit, they are much appreciated. Since those analyses were performed the stock has more than tripled (having split), and is now more than 3 times the valuations that were published in November. There is no doubt that it was a great stock to own. And don't get me wrong, I am not bearish. I am simply trying to sort out my thoughts on the entire sector.

So let me ask you the same question I asked jhg_in_kc: Can you imagine that there is a mature company (meaning that growth will be about equal to the population growth) with the market capitalization of AOL. What cash flow do you think will be required to support that market capitalization? How will AOL get there from here, and how long will it take?

TTFN,
CTC