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

To: Hobie1Kenobe who wrote (9593)	4/6/1999 12:15:00 PM
From: freeus	Read Replies (1) \| Respond to of 41369

reKemble I wont tell him. But AOL is my second biggest holding now and I think it is the next DELL. Of course DELL is fine too. But for ridiculous growth of money....put it in AOL. Dell's growth will be more sensible from now on...still wonderful but a little more sensible. But when you are on the right side of ridiculous who cares? Freeus

To: Hobie1Kenobe who wrote (9593)	4/6/1999 4:45:00 PM
From: Lee Martin	Respond to of 41369

I agree. I reluctantly dumped DELL and bought all the AOL I could (went 200% AOL with max. margin) the day that Greeny cut interest rates last NOV. I had been in cash expecting he would NOT cut rates and the market would tank 400-500 pts. I guessed wrong about the rate cut but I knew what to do if we got another one. BUY AOL! Why because DELL got hammered again for the same reasons it will continue to get hammered for. Let's see if I can remember some; declining ASP's, slower than expected revenue growth, missed somebody's whisper # etc. I realized the momentum was shifting to the net stocks, as everybody was talking about Christmas '98 being the year ecommerce was supposed to be big, and all the net IPO's that had been delayed because of the correction were now going public. In other words, the net was getting all the hype. So I decided to use the KISS priciple (keep it simple stupid) and buy the bellwhether net stock and ride it as long as I could. I got thrown off a couple of times since last NOV, always getting back in at higher prices. So the last time I got back in I decided not to use any margin and just hold it. I'm saving that margin for when AOL eventually has a pullback. Back to DELL for a minute. I love DELL and before AOL I had made the bulk of my $$ with DELL. IMHO DELL will continue to ramp all the way into their earnings report in May. Pay attention to DELL's analyst meeting (tomorrow I think) and INTC's earnings on the 13th. I know DELL's meeting will be positive, if INTC confirms with a decent report and outlook, DELL is off to the races and will probably take out it's old high within a few days of INTC's report. INTC is looking good going into the report so it's probably safe to buy DELL now. Just remember to SELL DELL by closing BELL two days prior to the earnings release in May. Some other stocks that I follow and picked for my wife (she needs to be diworsified) are: VISX-$100 last week EMC- $82 few months ago NOK.A- $142 few months ago AOL- $72 last OCT/NOV DELL- early '97 ASND- $40 fall '96 (she rode it down to $24 but held on and now she has more than doubled her $$. I blew all mine out DEC '96 for a huge loss to offset other gains.) She has made more $ on these stocks this year than she has in her mutual funds in her 401k over the last 2 or 3 years! Hopefully I'm starting to break through the brainwashing all those financial magazines have done to her re: diversification. I told her I'd put the stocks I picked for her up against any mutual fund she wanted to pick and if I didn't do better after a year I'd pay her a dollar. She won't take the bet. OK, I'm done rambling. Go AOL! Regards,Lee