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Strategies & Market Trends : Gorilla and King Portfolio Candidates -- Ignore unavailable to you. Want to Upgrade?

To: Uncle Frank who wrote (1208)4/7/1999 8:00:00 PM
From: Eric L  Read Replies (1) | Respond to of 54805
 
Uncle Frank,

<< a King, due to their market share in the isp/content provider >>

In all due respect, if you change the above to read "On-line Services/content provider sector" I would agree. A King. The King. Control of no standards and to the contrary in compliance with not enough. As an ISP, they are not anything Moore categorizes.

Disclosure: I own stock in AOL. I am a 9 year subscriber. I "bring my own ISP" @ $9.95/mo unlimited because the CSCO & INTC threads are not just worth the price of admission, they are sensational. If you ain't listened to Catskill Pubs (who has his own web site and forum and flock) then you ain't traded INTC.

ISP. Ain't no way. Ain't no how. PC Mag April 20 is rather kind to them on this subject.

- Eric -



To: Uncle Frank who wrote (1208)4/8/1999 12:55:00 AM
From: Mike Buckley  Respond to of 54805
 
Frank,

I'm not going to try to justify [AOL's] p/e >600, but I am enjoying the ride

I think you should look at AOL's valuation more from a subscriber-based view than a PE-based view. Even in that light the stock might be ahead of itself, but not as much as the PE-based valuation indicates.

--Mike Buckley


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