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


To: RocketMan who wrote (9583)4/6/1999 9:01:00 AM
From: Brewmeister  Respond to of 41369
 
How much higher can AOL go? Perhaps quite a bit hen compared to yahoo.

Although AOL has a much higher cost structure than yahoo, yahoo's P/E is now over 1600. AOL's is less than half that. AOL has IMHO, a better business model with paying subscribers and advertising, etc. Great management on top of that. The market cap may be the only constraint when comparing the two that could hold back the price.

If yhoo can have a 1600 PE, then I believe AOL can justify a much greater PE as well. Up we go.

Yahoo earning tomorrow should be interesting for the nets.

Interesting week all in all.

Brew



To: RocketMan who wrote (9583)4/6/1999 9:42:00 AM
From: Arik T.G.  Respond to of 41369
 
The basic equation is -P +C = Base
So if you sell covered call==> Base - C = -P it's the same as selling naked put with same strike as the call you sold.

Selling naked call is the same as shorting the stock and selling puts.
-C = -Base -P

ATG