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

To: Smart Investor who wrote (8729)	3/31/1999 11:53:00 AM
From: stock_bull69	Respond to of 41369

CLICK

To: Smart Investor who wrote (8729)	3/31/1999 11:53:00 AM
From: M. Robins	Read Replies (2) \| Respond to of 41369

You're dreaming. If you've ever helped an illiterate get on the net, you know why there HAS TO BE AN AOL! And if you saw Barry Shuler present yesterday at the "alliance" launch, you know why AOL is going to generate money like crazy over the next 5 years. It's all about e-tail.

To: Smart Investor who wrote (8729)	3/31/1999 12:10:00 PM
From: Sam	Respond to of 41369

For AOL bulls, you have not seen the real competition from MSFT and AT&T yet. For all practical purpose, AOL is just a gateway to internet. Even though I feel YHOO is also overpriced, YHOO could become AOL by just adding or buying an ISP provider. This is the classic bear argument ... you have not seen competition from x co. yet, because they've been waiting for just the right moment to jump in with guns blaring! To bad they'll be shooting caps! Signal me when MSFT decides to offer real competition - they've already sunk millions of dollars into a defunct online service. As for T, they wish they had half the sub #'s AOL has. No compelling content to offer either. Think about why rumors always swirl around T and AOL - because T knows they need compelling content! Nada, zip. YHOO can't become AOL, because YHOO is YHOO. Get it? There is only one AOL, and there will only be one. That's the reason you see big time ad dollars stepping up to the plate. Content, community and demographic can all be delivered in one nice package. BTW, YHOO has signed agreements in the past to be the portal of choice for new PC members. Yawn. Smart, you gotta come up with an original bear argument. I used to hear this every day on the old "Will it Survive" thread. Breeze through there and have a look. I pity those bears that put their money where their mouth was ... S.

To: Smart Investor who wrote (8729)	3/31/1999 12:13:00 PM
From: Joe S Pack	Respond to of 41369

Smart Inv, Based on my personal experience, why AOL will in future. --- Couple of weeks back I was attending a conference in Houston and was staying in one of the Marriott's and had a conversation with the waitress there. She is from Philipines and works in Marriott restraunt. She also does another job as a administrative assistant for her friends consulting company which consults in web development and things like that. She was curious about this conference and asked some details. So I asked about her curiosity and she explained that she likes internet, AOL and Ebay and almost got addicted. She spends long ours at night in AOL and Ebay and that she is very happy with the ISDN line in her friends company. What struck me in that conversation is that E-commerce is reaching a level where people are getting addicted to like in the case of brainless TV tube. So it is a question of time before everybody who can afford can get connected to the net. Unlike TV, which provides more than 98% of the time garbage, the net provides a lot more stuff (both quality and garbage) and people can easily get addicted to net. So this new industry will keep pushing ahead and replacing old technology and model of business. --- I hope you get the point. But why such a high valuation? Simple answer: People are betting on a blue chip (and rightly so). All the best. -Nat

To: Smart Investor who wrote (8729)	3/31/1999 12:17:00 PM
From: Igor	Read Replies (1) \| Respond to of 41369

>>Interested in a $14.95 internet service rather than the high priced AOl $19.95 internet service? How about AT&T WorldNet?<< One of the strength of AOL is it is very easy to use. It is designed for masses very much like your early Windows..Every other ISP is for more computer literate..AOL's growth rate indicate people are willing to pay extra for ease of use. >>For AOL bulls, you have not seen the real competition from MSFT and AT&T yet<< Fine, for MSFT and AT&T, they are seeing real competition from AOL...... >>AOL is just a gateway to internet. Even though I feel YHOO is also overpriced, YHOO could become AOL by just adding or buying an ISP provider.<< May be you mean "AOL is a gateway to internet with 20 Million Plus subscribers generating real revenue of $5+ billion/year " YHOO's business model is less superior and does not guaranty revenues.