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

To: Arik T.G. who wrote (9580)	4/6/1999 6:54:00 AM
From: Vendit™	Respond to of 41369

He also looks for major trends he can play to supplement his core holdings. Think Internet. But he cautions: "Play the leaders." So he owns America On Line, At Home, and Yahoo. Of AOL, he says: "It's a superb company; it's a leader, and it's only going to grow by acquisition. These are the guys that have the cash and the capital to really make a go of almost anything." "At Home is a little different play, on the wide band technology," says Bacarella, "they don't make a whole lot of money right now and are losing less each quarter. These are exceptions I would make to the core approach because it's such a dynamic area, you can't afford to be out of it." cbs.marketwatch.com

To: Arik T.G. who wrote (9580)	4/6/1999 8:10:00 AM
From: RocketMan	Read Replies (2) \| Respond to of 41369

Just curious why you would short AOL instead of selling covered calls. Any thoughts on the pros/cons?

To: Arik T.G. who wrote (9580)	4/6/1999 11:10:00 AM
From: im a survivor	Read Replies (1) \| Respond to of 41369

<< My advice to you is this: Imagine you have no AOL at all, and all the money which is currently in the stock is in your account today in cash. Now try to figure how much of it would you put in AOL. Make this the guideline of how much AOL you want in your portfolio now without getting emotional about it. i.e. If you would only use half the money to buy AOL again then you should sell half of your holdings. >> Excellent advice....only one problem. Under the above scenario....I would just end up putting more $$'s into AOL. Personally, I think it will be one of the better performers over time......my goal, is to get as many shares as possible. Thanks for your post. KG