Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Microcap & Penny Stocks : Tokyo Joe's Cafe / Societe Anonyme/No Pennies -- Ignore unavailable to you. Want to Upgrade?

To: 2MAR$ who wrote (67568)	4/10/1999 9:47:00 PM
From: Logistics	Read Replies (1) \| Respond to of 119973

Why sector rotation will fall first into AOL:: Monies from PC SECTOR will go right into AOL / Internet Sector next week. Excerpt::: An AOL excerpt from the following: BANCBOSTON ROBERTSON STEPHENS Keith E. Benjamin, CFA April 11, 1999 AOL COULD BUY ANYTHING BUT HAS SHOWN STRATEGIC DISCRIMINATION, IN OUR VIEW – AOL is the model for the proposed USA Lycos Network and Yahoo! Its $180 billion valuation clearly reflects an appreciation of that position. We are evolving our thinking regarding AOL's options, given the power of its valuation. We would be surprised if it bought a media company like CBS with a less attractive set of growth opportunities when it would seem easy to set up ownership of a joint venture in something like CBS.com, which would allow AOL access to more content suitable for a broadband world without the baggage. We keep wondering about the power of its brand and financial muscle. With all the concern about competition from @Home and cable companies, we note the market capitalization of @Home with Excite is now approximately $30 billion and the market capitalization of the new AT&T/TCI is approximately $200 billion. We suspect we are not thinking broadly enough about AOL's growth paths and potential acquisition targets. It is barely starting to build business services, even after the closing of the Netscape deal. While the math challenge is large, we still expect the company will continue to grow into a surprisingly large valuation. We expect another record quarter in March, with upside to all forward estimates. ------ Previous

To: 2MAR$ who wrote (67568)	4/11/1999 2:40:00 PM
From: Panita	Read Replies (1) \| Respond to of 119973

2MAR$ be careful with ATHM this week. Individual Investor came on Saturday with a warning about ATHM earnings due on Tuesday. The U.S. Senate is holding hearings late in the week on whether to force the cable companies into opening access to other ISPs. If ATHM earnings are week look for a nice retracement, followed by a slight panic as a result of the hearings. Long term ATHM will rock but this week may have a negative tune. If that is the case, nice buy opportunity end of the week. Here are the links: news.com iionline.com